Time and billing
Record billable time and work with invoices in CaseWizard.
Use Time and billing to capture billable work and manage billing records. Start a timer for active work or enter time manually against a case and activity.
Record time
You can also start work from a case with Add Timer. Confirm the case before starting because the timer is associated with the selected matter. The Dashboard shows open timers so you can find running work without returning to the billing page.
Review time entries
Review recent entries for the correct case, activity, duration, and status. Correct an entry when your firm's billing policy allows it. If you need to change an entry after invoicing, follow your firm's approval or correction process.
Time entries can be listed with sorting and date filters. Use those controls to review a work period or find entries associated with a matter. Your available records and actions depend on your role and firm configuration.
Invoices and payments
Depending on your firm's configuration, Time and billing may provide tools to generate invoices, record payments, and run billing reports. The available billing workflow differs by firm. Follow your firm's procedures for invoice review, payment recording, and adjustments.
Correct or delete time entries according to your firm's billing policies. Some firms lock entries after invoicing, and your role may not include permission to change them.
Avoid common errors
Stop a timer when you finish work or switch matters. Before saving manual time, check the case and activity type. If a timer or entry is associated with the wrong case, correct it promptly when permitted. Do not create a second entry to work around a locked record without checking with your administrator or billing lead.