AdvologixPM

Non-Licensed/External User Timekeeper Entry

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Additionally, add the External Lawyer Contact as a Contact Participant on the Matter associated to (if not already done so) for additional tracking.

Setup a Contact

Setup a Contact

Setup a contact for the <'External Lawyer'> (if not already available in your system).

 

Create a Timekeeper for <'External Lawyer'>

Create a Timekeeper for &lt;'External Lawyer'&gt;

Choose the contact that has been setup in your system to represent the <'External Lawyer'> who performed work to create a distinct Timekeeper record for them.

Create a Billing

 Create a Billing

Change the Timekeeper field to <'External Lawyer'>

Set Rate Type field to 'Staff Rate' to show this Timekeeper's unique rate amount  

Finish billing as needed.

Click Save

Suggested Additional Steps to ensure proper tracking and Association:

Add the <'External Lawyer'> as a Contact Participant on the Matter associated to (if not already done so).

 

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