Overview

With Docketwise, you can track your time as you work and create time entries. You can also import time entries into invoices, which you can share with your clients.

Contents



Creating a Time Entry

Time Entries can be created either by:

  • Recording in real time

  • Manually creating time entries

Recording in real time

In order to start recoding in real time, you will need to follow the steps below:

  1. Locate the time tracking widget at the top of your dashboard

  2. Click the Play icon to start the time tracker

  3. In order to stop the time tracker, simply re-click the Play icon

  4. Update the details of your invoice (such as Description, Contact, Matter, etc.)

  5. Click the Save Entry button

Note: to resume the timer, you can either click the 3 vertical dots an select the time entry under recent entries or locate your time entry via the options for Viewing Time Entries (see below) and click the Play button.

Manually creating time entries

In order to manually create a time entry, you will need to follow the steps below:

  1. Locate the time tracking widget at the top of your dashboard

  2. Click the 3 vertical dots

  3. Select New Time Entry

  4. Update the details of your invoice (such as Duration, Date, Description, Contact, Matter, etc.)

  5. Click the Save Entry button


Viewing Time Entries

In order to view your time entries, you can either navigate to the Contact or Matter Overview Page of the Contact/Matter associated with the time entry or view all time entries for the entire firm. From any of these views, you are able to filter your results as well.

To view your time entries for a specific contact, you can navigate to your Contact's Overview Page and click on the More ▼ tab and select Time Entries. Once there, are able are able to see all time entries relating to that specific contact.

To view your time entries for a specific contact, you can navigate to your Matter's Overview Page and click on the Time Entries tab. Once there, are able are able to see all time entries relating to that specific matter.

To view your time entries for your entire firm, you can click the 3 Vertical Dots ( ⋮ ) on the time tracking widget from your Docketwise Dashboard and choose the View Time Entries option. Once there, are able are able to see all time for your entire firm and filter your results accordingly.


Editing Time Entries

If you need to make any revisions or changes to your time entry after it has already been created, you will need to follow the steps below:

  1. Locate your time entry, which can be accomplished by any of the options for viewing time entries (see above)

  2. Click on the 3 vertical dots corresponding to the time entry to be edited

  3. Select Edit Entry

  4. Update the information (such as Duration, Date, Description, Contact, Matter, etc.) as necessary

  5. Click the Save Entry button


Import Time Entries into an Invoice

In order to import time entries into an invoice you will need to follow the step below:

  1. Either create a new invoice or open an invoice that has already been made

  2. From within the invoice, navigate to the Invoice Charges tab

  3. Click the Time Entries button

  4. Check the boxes for all time entries that you wish to bill for

  5. Click the Import Time Entries button

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