In addition to using PCLaw for your general accounting and billing of clients, you can use it to track all of your non-billable time too.
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First use Matter Manager to set up a new client/matter in the firm’s name, with you as responsible lawyer, and set the default fee rate to zero. For multiple lawyers/law clerks, create separate matters, with a different responsible lawyer/law clerk – i.e. firm-001, firm-002 ...
You can now track all of your non-billable time for administrative duties, client development, staff meetings, or any other time you expend on the firm’s behalf.
Sylvia Loyens has written a very good article that explains why you should be tracking all of the time you spend working in your practice. Here is the link to her article:
LSUC article by Sylvia Loyens
By setting up a firm matter, all of PCLaw’s features are now available to you. You can enter blocks of time manually on the time sheet. Rather than manually noting your start and stop times, you can use the Quick Timer. You can add notes, reminders, phone calls, etc. You can review reports, amend, print, save, etc.
Instead of scrambling to account for your time at the end of the month, you simply hit print.
As always, I invite your comments and suggestions for future posting topics. Next week – Pre-Bills.
Clyde
MLBKS Ontario PCLaw Bookkeeping: A bi-weekly blog written especially for small firms and solo-lawyers practicing in Ontario, and their bookkeepers. While some topics will be of general interest, the target audience are those who use PCLaw on a regular basis. The focus will be the practical use of PCLaw, especially in relation to the Law Society of Upper Canada's Bookkeeping Guide, trust transactions, and spot audits. Your host: Clyde McDonald - Muskoka Legal Bookkeeping Services
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