Manage toolkit¶

Matter & Time Management Tools¶

Welcome! This guide will help you make the most of the available tools for managing matters, tracking time, and handling documents.

Quick Start Guide¶

Here are some common tasks you might want to perform:

• Finding Information
• Managing Matters
• Time Tracking
• Document Management

Finding Information¶

Searching Across All Matters¶

Need to find something but not sure which matter it's in? Use the global search:

Search for "client name"
Find matters related to "trademark application"
Look up everything about "contract agreement"

Searching Within a Matter¶

When you know which matter you're interested in:

Search in matter 394965 for "Lucas"
Find documents containing "agreement" in matter 394965
Look for "deadline" in this matter

Managing Matters¶

Viewing Matter Details¶

Get comprehensive information about a matter:

Show me matter 394965
Get details for matter 394965
What are the details of this matter?

You'll see: - Basic matter information - Extra data - Recent events - Contact information

Managing Matter Files¶

Browse and manage files in a matter:

Show files in matter 394965
List documents in folder 8860257
What files are in this matter?

Working with Contacts¶

View contact relationships:

Show contacts for matter 394965
Who is involved in this matter?
List all contacts in matter 394965

Time Tracking¶

Starting Time Recording¶

Several ways to start tracking time:

Start timer for matter 394965 with description "Client meeting"
Begin time recording for "Document review" on matter 394965
Start tracking time for "Phone call" in this matter

Managing Active Timers¶

View Active Timers:

Show my active timers
What timers are running?
List current timers

Pause a Timer:

Pause timer 783635
Pause the current timer

Resume a Timer:

Resume timer 783635
Continue the previous timer

Stop and Save:

Stop timer 783635
Finish recording time
Complete the current timer

Editing Time Entries¶

Modify existing time entries:

Update timer 783636 to "Updated description" with duration 5 minutes
Edit the description of timer 783636
Change time duration for timer 783636

Looking Up Time Records¶

View your time entries:

Show my time entries for today
List time records from December 7th
What time did I record yesterday?

Charge Categories¶

Find appropriate billing categories:

Show available charge categories
List charge categories for trademark matters
What billing codes can I use?

Document Management¶

Saving Information¶

Save important information for later:

Save this search result as "Trademark Search December 2024"
Store these findings as "Client Research"
Save this list as "Important Deadlines"

Tips & Best Practices¶

1. Time Tracking Best Practices:

   • Start timers as soon as you begin work
   • Use descriptive entries that clearly indicate the work performed
   • Remember to stop or pause timers when switching tasks
   • Review your time entries regularly

2. Search Tips:

   • Use specific terms for better results
   • Try different variations if you don't find what you're looking for
   • Use matter-specific search when you know the matter

3. File Management:

   • Use clear, descriptive file names
   • Organize files in appropriate folders
   • Save important search results for future reference

4. Matter Organization:

   • Keep matter details up to date
   • Regularly review and update contact information
   • Save important findings and documents

Common Questions¶

Q: How do I find a specific matter? A: Use the global search with the client name, matter reference, or any relevant keyword.

Q: Can I have multiple timers running? A: No, only one timer can be active at a time. Remember to pause or stop your current timer before starting a new one.

Q: How do I edit a time entry? A: You can modify the description, duration, and charge category of any time entry you've created.

Q: Where can I see my active timer? A: Use the "Show my active timers" command to see any currently running timers.

Q: How do I find the right charge category? A: Use the charge categories tool to list available categories. They're filtered based on the matter type to show you relevant options.

Getting Help¶

If you need assistance: - Type "help" for general guidance - Use "help [tool name]" for specific tool information - Try "examples" to see common usage patterns

Remember, you can always ask for clarification or more specific examples for any of these features!

Keyboard Shortcuts and Quick Commands¶

For frequently used operations:

• start timer - Begin time recording
• pause timer - Pause current timer
• stop timer - Complete time recording
• search - Global search
• files - View matter files
• save - Save current information

Best Practices for Different Roles¶

For Attorneys¶

• Keep detailed time descriptions
• Use appropriate charge categories
• Save important research findings

For Paralegals¶

• Track all matter-related activities
• Maintain organized file structures
• Document important communications

For Administrative Staff¶

• Update contact information promptly
• Save important correspondence
• Track matter updates