Preparing a bundle takes real time, and that time is often billable. Recording it against the court bundle as well as the client means you can see exactly what each bundle cost and bill it accurately.
Before you start
- Time tracking is on the Professional and Enterprise plans.
- Set up your work types and rates first, such as Bundle preparation. See set up work types and rates.
Record the time
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Add a time entry
Open Time Entries from the Time Tracking clock in the top bar and add an entry.
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Choose the client and the bundle
Pick the customer, then the court bundle the work was for.
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Add the details
Enter the date, the hours and the work type, and describe what you did, such as Paginated and indexed trial bundle. The rate fills itself in.
See what a bundle has cost
Filter Time Entries by court bundle to see every hour recorded against it, by whom and at what rate.
Bill the time
When you invoice the client, add their unbilled time from time tracking and the bundle hours come in with the rest. See create and send an invoice.
Keep an eye on your bundles. Add the court bundle widgets to your dashboard to see how many bundles you have and the ones worked on most recently. See use your dashboard and reports.