Quick Guides

Proactively avoid double work & double billing
Matter and Client Analysis are great reports to get a overview, but for detailed financial information head to the drilldown section. This guide will ex...
Thu, 17 Jun, 2021 at 12:48 PM
How to set up a rolling, monthly/quarterly budget
Need an easy way to track monthly or quarterly budgets for a single matter or group of matters? Look no further! This guide will walk you through the ste...
Mon, 31 May, 2021 at 3:57 PM
Troubleshooting if a report has not sent
If a recurring report has been scheduled in Clocktimizer but has not been received by the end recipient try the following steps to resolve the issue.  S...
Mon, 31 May, 2021 at 4:34 PM
Create an Activity Group from Excel File Import
There are a couple of different ways to create an activity group in Clocktimizer, which can be used across the platform. To group activities the classic way...
Thu, 15 Jul, 2021 at 2:08 PM
How to use disbursements (expenses) in the Drilldown
Step 1: Go to the 'Drilldown' in the menu bar. You will notice in the Filter box that you can select Fees, Expenses, or Both. Click on the option ...
Tue, 14 Sep, 2021 at 11:38 AM
How to use disbursements (expenses) in the Budgets
Step 1:  Click Budgets in the left menu, then click the "Create a new budget" button in the top right; Step 2: In the budget creation window...
Mon, 13 Sep, 2021 at 5:37 PM