Quick Guides

Icons in Clocktimizer: Clockticons
Clocktimizer has several icons which can be used throughout the entire tool. This guide explains each icon and what you can do with it.  THE EYE Wha...
Thu, 23 Jan, 2020 at 5:14 PM
Create a cross-selling report
Often clients don’t realise the range of services a firm offers and firms miss out on a possibility. Build a cross-selling report to establish which departm...
Thu, 23 Jan, 2020 at 5:15 PM
Create a narrative quality and specificity reports
Narrative Quality is a measure of how well the Clocktimizer algorithm was able to identify specific work and assign a specific activity to each time entry. ...
Wed, 4 Dec, 2019 at 4:43 PM
Create a non-billable activities report
Tracking non-billable activities is vital to managing expenses, identifying opportunities for development and managing client relationships. Certain clients...
Wed, 4 Dec, 2019 at 4:46 PM
How do I use the adjacency matching (LBAM) to reduce uncategorizable time?
What is the LBAM? In this guide we'll explain enabling, using and monitoring LBAM (Look-Back Adjacency Matching) in Clocktimizer. LBAM allows firms...
Thu, 22 Oct, 2020 at 3:51 PM
How to create a dynamic dashboard
Each firm’s definition of knowledge management will be different. It will depend on how your firm manages information and your strategy for sharing that inf...
Wed, 25 Nov, 2020 at 3:17 PM
Create a matter group
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...
Wed, 27 May, 2020 at 1:56 PM
How to use narrative search
In Clocktimizer you can use free text functionality to search for any words and phrases that do not necessarily have to be categorized as an activity but ar...
Tue, 28 Apr, 2020 at 6:57 PM
How to bulk edit budget entries
This guide will explain how to bulk edit budget entries.  To learn more about creating budgets, please visit these quick guides:  Creating a budget C...
Fri, 28 May, 2021 at 2:30 PM
Budget recommendations for various fee arrangement types
Clients are demanding transparency and an end to billing by the hour, therefore alternative fee arrangements take a larger share of revenue but without the ...
Tue, 26 May, 2020 at 4:40 PM