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

Managing Matters

Time Tracking

Document Management

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