The Details page contains general information about the company. The General Information panel will include the company name and address; Matters will show associated Matters, the Internal Contact Person(s), External Contact Person(s), and a link to Details. Click the links to matters and contact persons to go to those individual pages.

Use the Time Entries section to view and edit the time entries as well as time entry analytics.

In the upper-left corner, the Filter panel will allow you to filter the displayed time entries by:

• Time Period (drop-down menu)
• Keyword
• Task (shift-click to select / command-shift-click to deselect)
• Task Codes (shift-click to select / command-shift-click to deselect)
• Matters (use the check boxes for the options for Include all subordinated matters and/or Only matters with cost)
• Lawyers
• Status (drop-down menu)

Click Export to export the selected data, Clear to remove the search filter options, or Filter to filter the results. Use the Star option at the top to save the filter or the Up arrow to minimize the filter panel.

You can also click on Additional Filter Settings to add:

• Post qualification experience (PQE) (drop-down menu)
• Position
• Checkboxes to include or leave out Times with open questions, Times with answered questions, and/or Times with notes
• Order by and Order direction (drop-down menus)

The Time Entries analytics panel provides key insights and analytics into the entries. Click the Up arrow to minimize the filter panel.

The main Details panel will show key details of the time entries, including:

• Details (Date, Entered, Matter, Client, Matter, By)
• Duration/Amount (Duration, Amount, Monthly Rate, Cost in original currency, Exchange rate, Tax)
• Narrative (Activity code, Description, Tax type)
• Options (Edit, Trash, Reassign Time Entry)

Note that at the top of the screen, you have the option to Trash or Transfer all time entries.

If you Edit the time entry, this screen will appear. You can edit the Recorded time, Tax percentage, Tax, VAT type, Categories, and Narrative. You can also click on Divide Time to include other activities you've completed in the course of recorded activity time; use Undo to undo the time divide option. Click Send to submit the change.

If you choose to Transfer time entry, this screen will appear. You'll have to choose the Target Matter from the Client drop-down menu. Click Cancel to back out or Reassign to transfer.

If you click on Delete, you'll get this message. Click Yes to delete or No to back out.

Note that if you want to Transfer all time entries, you'll get this alert. You can only transfer 25 time entries (at most) in one operation.

Use the Legal Analytics section to display key analytics related to the client.

Within the Filter section, you can specify the display to show:

• Time period (drop-down menu)
• Lawyers
• Post qualification experience (drop-down menu)
• Position (drop-down menu)

Click on Show additional filter settings to sort by Task (shift-click or command-shift click to select/deselect). Use the Star button to save the filter.

Click Reset to reset the filter, Clear to remove your selections, or Filter to filter.

The selected analytics will be displayed at the bottom of the page.

Click on the Settings icon to adjust the partially billable settings for each activity code. Use the drop-down menu to adjust the percentages for each activity code. Click the Up arrow to minimize the panel.

Click on Documents to upload and manage documents for the clients. Click on Choose File to find the file for upload; you can detail a Description and use the check boxes to specify General visibility, General visible for assigned lawyers/staffs, and General visible for client.

Click Upload to upload.