Time Trakker Prime for Lawyers & Consultants

About Time Trakker Prime for Lawyers & Consultants

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Time Trakker Prime for Lawyers & Consultants was designed for the purpose of:

  • Quickly recoding time and expense transactions by lawyers & converting the transactions to invoices.
  • Recording invoice payments.
  • Producing Client Statements and aging reports and other reporting metrics.

Frequently Asked Questions

Select Dashboard on home screen.
Initial set up requires you create at least one each:

  • Lawyer – assign Customers.
  • Customer – assign Job.
  • Job

Then you must assign the customer and job.

• Select Add transaction
• Select Time Transaction
Fill in required fields and tap Record.

There must be open transactions to create an invoice.

  • Select More Options
  • Select Invoices
  • Select Create Invoices
  • Select Invoice to create

Create all if desired.

  • Select More Options
  • Select View Invoices
  • Select specific invoice.
  • Enter payment.
  • Select More Options
  • Select Settings
  • Select Manage Users
  • Select Add User button
  • Select Lawyer to invite
  • Select Invite
  • Select More Options
  • Select Reports
  • Select Aging Report
  • Select View Report for entire firm
  • Select Job & View Report for specific job
  • Select More Options
  • Select Invoices
  • Select View Invoices
  • Locate and long tap to view specific invoice
  • Select Export Invoices to print and e-mail
  • Select Closed Invoices
  • Locate and long tap to view specific invoice
  • Select Export Invoices to print and e-mail
  • Select More Options
  • Select Invoices
  • Select View Client Statements
  • Select specific Job if desired
  • Select View Client Statement
  • Select Historical Data
  • Select specific Job
  • Select View Client statement
  • Select More Options
    Select Reports
  • Select Trial Balance Summary
  • Select View Report
  • Print or e-mail report
  • Select specific Job
  • Select View Report
  • Customer Balance Summary and Detail
  • Vendor Summary report
  • Credit card detail report
  • Lawyers rank report
  • AR income metrics
  • AR yearly Summary report
  • Snapshot

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