In the Navigation menu choose Clients. In the Client window, click on the Create New Client Button in the green header bar. A pop-up window will appear.
Fill out and click Submit button. (Note if critical fields are missing, the client will be highlighted in red in this view)
Click the green view button in a given Client. Click the Create New Matter button in the Matters green header bar. A pop-up window will appear that allows you to choose a matter, enter a description, note a case identifier, and choose a billing rate. Click the Submit button when done.
Click on the green view button to the left of the matter you wish to add an activity for. Click on the Create New Activity button in the Activities green header bar. A pop-up box will appear that allows you to choose an activity, enter a description, alter billing rate, and choose whether or not this activity is billable. Click the Submit button when done. Once created, Activities can be edited and the status changed to Completed. This will remove the Activity from the Open Activities list. Click on the green view button to open activity and view or create timelogs.
The timers can be used to create Timelogs. There are two ways that the timers can be accessed. When in an activity, click the light blue Start Timer button in the Activity Details panel. A timer will automatically start with auto-populated information regarding the activity it was started from. Narratives can be added in notes (These will show in the reports and invoices) and information can be changed or created. If a manual time entry is needed, the edit button can be used to add time. The dates can be changed to reflect the range an activity took to complete.
Quick Timer is located in the main header bar. This timer is the same as the one accessed through the activity, however it does not auto-populate any information. You can select desired info or, if needed, leave blank and choose the Save as Draft button. This allows for a timelog to be created rapidly and edited later with necessary information (Note, you must enter Client, Matter, and Activity info to save the timer as Complete).
Timelogs that are saved as drafts can be found on the dashboard page in the right pane labeled Time Tracker Drafts. These can be deleted by selecting the red trashcan button or edited by selecting the blue timer button. Once opened, they can be saved as a draft again or completed. Once completed they will file under the Timelogs section for the given activity. Drafts can be sorted by any of the column types by selecting the grey filter icons.
A timelog can be edited by selecting the blue edit button beside it. A pop-up window will appear with info that can be edited. Once altered, it can be submitted again.
A list of Open Activities can be found in the Navigation Menu in the main header bar. This list will display a list of all open activities (those that haven’t been marked as complete) for all Clients, Matters, and Activities. Open Activities can be filtered or sorted by any of the column headers by selecting the grey filter icon or sorting arrow.
Reports can be found in the Navigation Menu. Three options are available: Download an Invoice, Generate a Timesheet, and View Daily Timelogs. The Invoice and Timesheet reports allow you to enter criteria. The Invoice report will open in a separate document and the others will open within GKL.
Preferences can be accessed through the Profile drop down menu. Selecting Prefernces brings up the User details.
Choosing the Edit User button will bring up the user info. This is where the goals for the daily billable and daily non-billable badges can be set.
Firm Profile information can be found in the Navigation Menu under Manage Firm. Licenses, billing information, logos, and firm details are found here. To edit the billing rate interval, click on the green Edit Firm button.
The Content Editor is accessed through the Navigation Menu under Manage Content. It is used to add both Matter Types and Activity Codes. Selecting a code type brings you into the editor where codes can be deleted, edited or added. To add a new code select the Create New Code button in the green header bar.
User information is found in the Navigation Menu under Manage Users. Selecting a user by clicking the green view button with bring up the user settings. Details can be edited here, uses can be deactivated and the user permissions can be changed. This view also allows for the transfer of administrator rights (if there is another individual that is the preferred administrator).