Lawyer Time - PBI Time

PBI Time tracks time that lawyers spend providing services.

Add

To Add a new record, from the Main Menu, choose Add-->Time Keeping-->PBI Time-->PBI Time.

Edit

To Edit an existing record, from the Main Menu, choose Search-->Time Keeping-->PBI Time. Use the search screen to find the appropriate entry and open it. You can also open associated entries from other locations, such as Client records.

General Entry

Heading

The first section of the entry holds:

Hours -- the hours spent covered by the entry
Date -- the date covered by the entry
Case/Matter/Support Activity - choose the appropriate option
Lawyer -- the lawyer whose activity is covered by the entry
Activity -- the activity performed
Case Work -- case work performed
Office
Funding
County
Note

Other Information

The second section holds other information. This section contains the following items:

In Court -- noting whether the time was spent in court
User Field -- a customizable field for tacking other data
Billable -- whether the time spent is billable
Hourly Rate -- the rate used for billing

Use of the Form

Expanding/Collapsing Sections

Sections (other than the top section) may be expanded or collapsed to display or hide the information within those sections. This can help with viewing the screen.

To expand a collapsed section, click on its header. To collapse an expanded section, click on its header. Multiple sections can be expanded at the same time.

Save/Stay and Save/Close

The Save button will save the record and stay in it. This will allow you to continue to edit the record or add associated entries using the Context menu (such as call from caller, and calls to caller).

The Save/Close button will save the record and then close to the Main Menu/Home Screen.

If an error is encountered in the save, a message should appear at the top of the form in red notifying you of the problem. You may also receive another warning about errors in the case and asking whether you want to continue on in spite of those errors. Some errors (those shown in red at the top) you cannot avoid.

Relationship to Other Records

Using selections in the other records, you can add associated PBI Time, including records such as Clients and Other Services. In many instances where the associated record has the same information (e.g., name, telephone number), that information is automatically transferred to the new record.