Clients

  • Id/Number
  • Display Name
  • Company Name
  • Contact Title
  • Contact First Name
  • Contact Last Name
  • Email
  • Phone
  • Fax
  • Cell
  • Other Phone
  • Address (multiple lines separated with newline)
  • City
  • State
  • Zip
  • Country

(*) Either Company Name or Contact First/Last Name or Display Name are required. Everything else is optional.

Matter

  • Id/Number
  • Client Id (either the id/number or the display name identifying which client)
  • Name (required)
  • Notes/Description
  • Date OpenedĀ 
  • Practice Area
  • Billing Type (hourly, internal, fixed fee, pro bono)
  • Responsible Attorney
  • Originating Attorney
  • Active (yes/no)

Time Entry

  • Matter Id/Number
  • Date
  • Hours
  • (Start Time)
  • Description
  • User
  • Billable (yes/no)
  • Rate (optional)

Expenses

  • Matter Id/Number
  • Date
  • Amount
  • Description
  • User (optional)

Did this answer your question?