In Clocktimizer you can group matters to quickly analyse a given set of matters in the Drilldown or in the Fee Comparison (more areas coming at a later time).


There are three ways to group matters in Clocktimizer:

  • Admin
  • Drilldown
  • Fee Comparison


How to group matters in Admin 


Step 1: Navigate to the "Admin" section on the left-hand side menu, click "Matter groups" in the "Customization" box.



Step 2: Click "Create new grouping" to copy a list of matters from Excel into Clocktimizer. To upload matters using json format select "Upload" button: 



Step 3: Name a new matter group and click OK:


Step 4: Copy comma-separated matter keys from Excel: 



Step 5: Paste or type in matter keys in Clocktimizer. You can also edit the group name:



Step 6: You can configure filters that will fill the selection box with all matching matters:



Step 7: Add matters to the group:



Step 8: You can now use the new matter group as a filter in the Drilldown or in the Fee Comparison.





How to group matters in Drilldown


Step 1: Navigate to the "Drilldown" section on the left-hand side menu.


Step 2: Filter matters you want to group and select the "Matters" view in Visualisations: 



Step 3: Click "Create matter group":



The group is now saved and the new page opens up to edit the group as described in steps above (under How to group matters in Admin).



How to group matters in Fee Comparison


Step 1: Navigate to the "Fee Comparison" section on the left-hand side menu.


Step 2: Select a reference matter and any similar matters that you want to include in the matter group. Click "Create matter group"



The group is now saved and the new page opens up to edit the group as described in steps above (under How to group matters in Admin).