Feature Requests

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Ability to create time entries for Clients designated as Prospect

This would be useful if attorneys meet with potential clients and perform research/minimal work and want to keep track of their time prior to formal engagement. Our attorneys presently put those time entries under a "Miscellaneous" client/matter number and later we have to transfer the time entries to the client/matter number if we are retained. If we could put it under the number designated to a potential client and then simply change the client status to Active from Prospect that would help in not missing past time entries that were not transferred over from the Miscellaneous matter. It could be useful for conflict checks also.

  • Annette Matthews
  • Oct 1 2020
  • Planned
How often would you use this request?

Often - weekly - with cold calls and consultations that result in our firm being retained.

  • Attach files
  • Annette Matthews commented
    26 Oct, 2020 06:59pm

    Yes, we’d like to put in time for a prospective client. I realize we can mark it “Prospect” but as you point out, time entries can’t be added under a matter with that status. Presently, we put all time for a potential client (usually 2-3 entries) in a General number and move the entries if we are retained. If we are not retained, we delete the time entries.

    Batts, Batts & Bell, LLP
    Annette T. Matthews
    Office Manager
    (252) 977-6450 main
    (252) 972-7500 fax
    103 Candlewood Road
    P.O. Drawer 8228
    Rocky Mount, NC 27804-1228

    This communication constitutes an electronic communication within the meaning of the Electronic Communications Privacy Act, 18 U.S.C. § 2510, and its disclosure is strictly limited to the recipient intended by the sender of this message. This transmission, and any attachments, may contain confidential attorney-client privileged information and attorney work product. If you are not the intended recipient, any disclosure, copying, distribution or use of any of the information contained in or attached to this transmission is STRICTLY PROHIBITED. Please contact us immediately by return e-mail or at (252) 977-6450, and destroy the original transmission and its attachments without reading or saving in any matter. Thank you.

  • Admin
    Shoaib Mehmood commented
    26 Oct, 2020 06:30pm

    Thanks Annette for your suggestion. Is the intent here to bill this time once the Client becomes active?

    On a side note, you do have the option to set the Status to 'Prospect' for a client but the system will not allow you to record time until the Client becomes Active.