Prospect Time Manager

Giving you the ability to record time prior to the creation of a matter.

Prospect Time Manager

Prospect Time Manager gives you the ability to record time prior to the creation of a matter. This time could be for matter research purposes or simply to keep a record of time spent on early meetings or telephone calls.

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Record time prior to the creation of a matter

  • Time activities can be created specifically for prospect time manager
  • These activities can be mapped to live time recording activities when the time is posted onto the matter
  • A WIP or time limit can be set up against prospect time
  • All time is saved against the entity and can be easily amended or deleted
  • A Crystal report is included so that you can report on all time posted against a prospect that has not been posted

How Prospect Time Manager works

  • The Prospect Time Manager screen can be easily accessed via the Task Panel’s Applications tab.
  • Simply enter the entity code or click on Search.

Benefits to you

  • Time spent with clients on work prior to a matter being created can now be easily recorded.
  • All time spent can be recorded and converted to real time when the matter is created.
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