Quick Guides

Getting the most out of your matter analysis
Introduction This guide will help you customize your matter analysis to get the most value out of it. How to get there Step 1: Go to 'Matters...
Wed, 9 May, 2018 at 11:32 AM
Setup automated email notifications
Step 1: Go to ‘Matters’ in the menu bar; and Step 2: Select a matter in the search bar: Step 3: In the matter analysis screen, click on the envelo...
Wed, 9 May, 2018 at 12:30 PM
Compare matters
Step 1: Go to 'Fee comparison' in the menu bar;  Step 2: Type a name, client, type of work to select a reference matter; and  Step 3: Select the...
Mon, 15 Oct, 2018 at 1:20 PM
Create a top clients report
Step 1: Go to 'Drilldown' in the menu bar and select 'Client' in the block titled 'Partition by': Step 2: Pick a...
Wed, 9 May, 2018 at 12:34 PM
Add new users
Part 1: Create an account Step 1: Go to Admin Step 2: Click on 'Create account' Step 3: Complete the account details, selec...
Tue, 10 Jul, 2018 at 2:25 PM
How to group activities
What is Activity Grouping? Clocktimizer's algorithm picks up activities from the narratives and categorizes these into activities (activity 'b...
Mon, 15 Oct, 2018 at 1:31 PM
The Social Graph
What is the social graph? The social graph displays all time keepers from a level, office or practice group. Each dot represents a time keeper. If dots are...
Fri, 11 May, 2018 at 5:56 PM
Creating a budget
This guide explains how to create a budget from zero. If you would like to read about creating a budget through the Fee Comparison please see this guide.  ...
Fri, 1 Feb, 2019 at 2:23 PM
How to create your own dashboard
Clocktimizer's dashboard Clocktimizer has different types of default dashboards which can be personalized based on your needs and preferences. This g...
Wed, 30 Jan, 2019 at 1:52 PM
How to train the algorithm
The strategy outlined below gives step by step instructions on how to train the algorithm. We found that this strategy is the most effective as time investe...
Wed, 12 Dec, 2018 at 3:22 PM