Time & Expense — Contact Record
To access Time & Expense for a contact:
Open a contact record
Navigate to the Time & Expense tab
This view provides a consolidated summary of all time entries, expenses, and events associated with the contact across all related matters.
From this page, users can:
View tracked time and its calculated value
See entries grouped by Matter (if the contact has multiple matters)
Filter results by:
Time
Expenses
Events
Export the data using the download (cloud) icon to generate an Excel file
This makes it easy to review the total value of work performed for a client across all cases.
Time & Expense — Matter Record
To view Time & Expense for a specific matter:
Open a matter record
Navigate to the Time & Expense tab
This view functions the same as the contact-level view, with one key difference:
It displays only the time, expenses, and events associated with that specific matter
This allows for a more focused review of activity and billing for an individual case.
The Time & Expense tab helps your team track work performed, understand the value of that work, and support accurate billing across both contacts and matters.
If you need additional assistance, refer to related articles, watch the video at the top of this page, or contact our support team at support@lollylaw.com.