SureTime

Use the SureTime module to save time entries for work performed and release appropriate time to Billing. Client-matter-related time entries include the client and matter the work was done for, various service codes that identify how the work should be billed, the duration of time spent working, and a narrative to describe the work completed. You may add or release your own time entries, or another team member set as your delegate, such as an administrative assistant or paralegal, may add or release this time on your behalf.

Note: Separate user access and delegation settings are available for adding and releasing time. You may be able to add and manage time entries but not release them, or vice versa, depending on your assigned user role and delegations.

You can also save general time entries for non-billable time that is not dedicated to a specific client-matter, such as for training, continuing legal education (CLE), or paid time off (PTO), to track all your time.

Following are the tasks you can perform in the SureTime module.

• Add a time entry

• Add a draft time entry

• Add a general time entry

• Manage time

  • View time entry details

  • Edit a time entry

  • Copy a time entry

  • Combine time entries

  • Transfer a time entry to another timekeeper

  • Delete a time entry

  • Release a time entry

  • Export time entries

• Work in Day View

• Work in Month View

Additional settings are available for you to customize your preferences for features in the SureTime module, such as timer rounding, spell checking, autotext codes for narratives, and assigned delegates.

• Set your preferences

• Manage autotext codes

• Assign delegates to perform tasks on your behalf