How to track working time?

 Infino Legal allows you to track the time spent on various activities during a specific case. This helps estimate and optimize the time dedicated to a particular matter, and facilitates billing hours for both clients and law office employees. 

You can track time using a timer or enter it manually. Additionally, you can monitor real-time statistics of time recorded by employees and the time spent on each client. This allows you to stay informed about the activities in the law firm and easily manage work. 

Track current time 

A convenient way to track time is by using a timer. If the recorded time is related to a specific case, simply access the case, and the system will automatically associate the time with that case. 

To start automatically tracking time without a specific proceeding: 

1. Click the timer icon in the top right corner. 
2. Select the proceeding. You can fill this in when saving the time entry. 
3. Optionally, you can link the time to a specific task. Remember that to do this, you need to create the task first. Learn more about the benefits of this approach in the article: “Time Tracking on Tasks.” 
4. Enter the task description in the “Activity description” field. You can also fill this in after completing the activity. 
5. Click “Start”. The timer will start counting the time. 

Stop time tracking 

At any time, you can pause the timer. To do this: 

1. Click the timer icon in the top right corner. 
2. Select “Pause” and close the window. 

Resume time tracking 

You can easily resume time tracking as well. To do this: 

1. Click the timer icon in the top right corner. 
2. Select “Resume” and close the window. 
3. Saving recorded time. 

To finish and save the recorded time: 

1. Click the timer icon in the top right corner. 
2. Select “Finish”. 
3. Edit the data if needed, and click “Save“. 

Record completed work time 

Sometimes, you may need to record work that has already been completed, such as assisting a client during a phone call or a meeting. It’s important to also track work that has been performed previously but couldn’t be automatically recorded. To do this: 

1. Access the proceeding for which you want to record the time worked. 
2. Go to the “Worklog” tab. 
3. Click the “Register work time” button in the top right corner. 
4. Select the task in which you want to record the activity. 
5. Add a description of the activity and specify the responsible person. 
6. Select the date of the activity and indicate the time spent on the task. 
7. Click “Save” when finished. 

Edit recorded work time 

To edit an entry in the “Worklog” tab: 

1. In the “Activities” column, click the three-dot icon next to the entry you want to edit. 
2. Select “Edit”. 
3. After editing the data, click “Save” to apply the changes. 

View of recorded work time  

You can review the work log in Solvbot using two views. The first view is the “Worklog” tab within a specific case. The second view is available in the main menu under “Worklog” -> “Worklog”. In this view, you can see the recorded activities for all cases where time was tracked. 

Export work time to an Excel file 

In Solvbot, you also have the option to export the time worked records, eliminating the need for manual calculations or data entry. Once the document is complete, you can generate and download it. To export time worked data to Excel: 

1. Go to the “Worklog” tab within a specific case or access it from the main menu under “Worklog” -> “Worklog”. 
2. Next to the “Record Work” button, click the three-dot icon and select “Export for proceeding” or “Export for the selected month”, depending on the data you need. 
3. Select the case or month from which the data should be exported, and click “Generate”. 
4. Then, download the generated file. 
5. After opening the Excel file, click the yellow message “Enable Editing” to enable the time summing functionality. Time sum formulas do not work in the read-only version. 

Time tracking statistics 

Solvbot allows you to monitor real-time statistics of time worked by individual law firm employees, as well as the time spent on each client within a specified period. 

To view the statistics: 

1. From the main menu, click “Worklog” and select “Statistics”. 
2. Then, stay in the “Work registered by employees” tab or switch to the “Work registered for clients” tab. 
3. You can also use filters to examine statistics for a specific period. For example, if you want to see only selected clients, you can uncheck the others by clicking on their names. 

Thanks to the automated time tracking functionality, you have control over the activities in the law firm and can accurately estimate the time needed for specific tasks. This enables workflow optimization and future time estimation. Additionally, you can be confident that nothing will be overlooked when billing clients.