How it works

Setting your rates

Default rates, per-case overrides, and why a $0 rate hides an activity.

Importing from a spreadsheet

Bringing existing time entries in safely.

Creating and closing a case

The only required field, and why cases cannot be deleted.

Attorneys and contacts

Up to ten retaining attorneys, one opposing, grouped by firm.

Engagement letters

The guided flow, tiered cancellation, and signing.

Storing documents

Per-case files, separate from your billing records.

Logging time

Hourly and flat-fee entries, and what happens to the rate.

Using the timer

One timer at a time, and why it survives a closed tab.

Generating an invoice

Picking the work, applying credit, and the confirmation step.

Marking an invoice as sent

What freezes, and what the app does not do.

Voiding an invoice

Correcting a sent invoice without losing the paper trail.

Splitting an invoice

Equal, percentage or fixed shares between co-defendants.

Retainers and advance credit

The difference, and why it matters.

Recording payments

Applying money, and un-applying it without losing it.

Your Rule 26 disclosure

Building the four-year testimony list from your time log.

Daubert and Frye tracking

Your admissibility record and how the rate is calculated.

The AR aging report

What is counted, and what is deliberately left out.

1099 tracking

Who should send you a form, on a cash basis.

The tax year summary

Cash basis, with a redacted version for your accountant.

Practice intelligence

Utilization, collection rate, and what each actually measures.

Your trial and subscription

What happens at day 14, and what happens to your data.

Exporting your data

Getting everything out, at any time.