Custom Work Item Units & Duration Reporting

Overview

This guide covers Firms ability to accommodate various measurements of Units recorded for Client or Matters, other than the Firms standard setting of units (for example 6 minute units). This may be where the Firm has a special time recording requirement for a specific Client(s) or Matter(s). This enables time recording and reporting based on Unit/Duration when there is differing unit measurements across the Firm. 

For instance, if a Firm records time in 6-minute units, 15 actual minutes would be rounded to 3 units. However, with the Unit/Duration measure set at Client/Matter level to 1 Unit, time will be calculated as 1 unit = 1 minute.

TABLE OF CONTENTS

• Global Firm Setting
• How to set a Custom Unit/Duration at Client Level
• How to set a Custom Unit/Duration at Matter Level
• Review a Work Item Duration 
• Reporting on the Units/Duration 
  • Work Item Listing 
  • Fee Analysis Pivot

Global Firm Setting

To view the current Firms Setting go to Settings heading on the Navigation menu.

1. From drop-down select Firm Settings. 

2. Select Billing Defaults from the billing section. 

3. The Minutes Per Unit is the global default for the firm. 

The Firms global Setting is 6 mins per 1 Unit of time.

How to set a Custom Unit/Duration at Client Level

To set Unit/Duration different to the Firm setting at Client Level.

1. Select Directory on the Navigation menu.

2. Choose Clients from Menu.

3. Navigate to the relevant Client.

4. Select Update > Client > Update Client.

5. Update the Duration/Units you would like users to record across all matters for this Client in Minutes Per Unit. 

Below example 1 unit =1 minute

6. Click Save.

This will now record units as 1 minute per unit  across all matters for this Client.

How to set a Custom Unit/Duration at Matter Level

To set Unit/Duration different to the Firm setting at Matter Level

1. Select Matters from the Matters drop-down on the Navigation menu. 

2. Navigate to the relevant Matter.

3. Select Update.

4. Update Duration/Units you would like users to record on this matter in Minutes Per Unit.

Below example 1 unit =1 minute

This will record units as 1 minute per unit across this matter.

Review a Work Item Duration 

Once the Unit/Duration has been amended at either Client or Matter level, work items will read the relevant Duration period. 

1. Select Matters from the Matters drop-down on the Navigation menu. 

2. Navigate to the relevant Matter and enter a new work item. 

 Duration depicts 10 minutes being recorded.

Reporting on the Units/Duration 

Work Item Listing 

Once the Unit/Duration has been set at either Client or Matter level, Work Items Listing report will need to be updated with Duration period. 

1. Select Reports from the Navigation menu. 

2. Navigate to Management > Work Item Listing. 

3. Add Columns Duration (minutes) and Unit Duration (Hours).

4. Select Export if required. 

Fee Analysis Pivot

Once the Unit/Duration has been amended at either Client or Matter level, Work Items Listing report will need to be updated with Duration period. 

1. Navigate to  Reports > Management > Fee Analysis Pivot.

2. Select Show Field Chooser from top right of sceen.

 3. Add Fields Duration (minutes) and Unit Duration (Hours).