Timekeeper Detail pages provide your team with the ability to deep dive into specific timekeeper's pro bono histories including their role at the firm, pro bono participation list, and pro bono hours, in addition to helpful notes and tags.
To open a timekeeper detail page, click on any timekeeper name from the timekeeper table.
On the page, you will find:
Hours Overview:
The hours overview allows your team to quickly view a timekeeper's pro bono:
Total Hours
Hours Year to Date
Target Goals
Hours in the last 12 months
Timekeeper Information:
The Timekeeper Information Section includes information, such as:
Title
Type
Office
Law School
Start Date
End Date (if applicable)
Department
Last Billed Date
Address, State, Zip Code, Country
All of this data is flowing in from your time and billing system! You also have access to the timekeeper's firm status, email address and contact information at the top of their profile!
Timekeeper Participation
The Timekeeper Participation table allows you to view details about what pro bono matters this timekeeper has worked on. Similar to the Timekeepers View Page, you can also view and hide columns and select whichever filters are the most helpful to you.
You can also open this table in a new window for easier viewing by clicking on "Expand."
Additionally, you can jump to a Matter Detail page by clicking on the matter number or name.
Notes
The notes section allows you and your fellow administrators to create and save customized notes about a given timekeeper. To create a note click "+ New Note" in the top right-had corner of the box, and it will open up a text box where you can add a note, as well as set a milestone date to reach out in the future, or tag it with a note tag. Milestone dates and tags can be utilized in Timekeeper Notes reports.
Example: You want to let your team know that this timekeeper has extensive history working in immigration. You can leave this note, and your fellow team members can now reach out to this attorney if a new immigration case comes in.
Tags:
View and edit tags pertaining to the timekeeper, such as:
Bar Admission
Language
Skills Desired
Skills Possessed
Specialties
Special Matter Tags
To make changes, simply click on the "Edit Tags" button on the top right-hand side of the tags section.
TIP: Learn more about Tags in Tag Management.
History of Pro Bono
On the bottom right-hand side of the page, you will see a Prior Experience notes section that allows you to add any prior experience that this timekeeper has with pro bono. This section can be edited anytime!
You'll also be able to view all pro bono hours this timekeeper has completed both by year and by quarter.
