Reviewing & Approving Captured Time Entries

  • Updated

Make reviewing your captured activity part of your daily routine — most attorneys turn what used to be an hour of manual time entry into about a 60-second review.

Steps

  1. Open the Automated Timekeeping dashboard.
  2. Review the list of captured activity, organized by matter.
  3. Check the AI-suggested matter match and adjust it if needed.
  4. Review the AI-drafted narrative and edit the wording if you'd like.
  5. Click Approve to convert the entry into a billable time entry, or dismiss it if it isn't billable.

Tip: Captured email activity is aggregated by matter into one consolidated recommendation, so you're not approving dozens of small email entries individually.

Related: Overview & Getting Started

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