In order to record Time in AdvoLogix, each User or External Resource (Contact) must have a Timekeeper record created for them.
Timekeepers Sub Tab
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Use & Learn (MM)
Activity Plans/Templates 10
- Introduction to Activity Plans
- How do I create an activity plan template?
- How do I create a new activity plan?
- Can the activity plan start date be modified later?
- How do I delete an activity plan?
- How do activity plan dependencies work?
- Creating an Activity Plan via Code
- Updating an Activity Plan via Code
- Deleting an Activity Plan via Code
- Creating an Activity Plan via Process Builder
AdvoDoc Document Assembly 10
- What is AdvoDoc?
- How do I create an AdvoDoc template?
- The AdvoDoc Template Designer
- Advanced AdvoDoc Template Features
- How do I create a new document with AdvoDoc?
- AdvoDoc Input Wizard
- Creating an AdvoDoc Document via Code
- Creating an AdvoDoc Document via Process Builder
- Post Processing API Callback
- Can I produce documents for other objects?
Budgets⚡ 6
Conflict Checking⚡ 7
Date Calculations⚡ 4
Email 5
Enhanced Forms⚡ 3
Enhanced Lists⚡ 4
Export Templates 4
Fee Arrangements 13
- Introduction to Fee Arrangements
- How do I create a fee arrangement?
- How do I create a matter fee arrangement?
- Manage Parties⚡Component
- Settlement Calculator⚡Component
- Matter Fee Arrangement Based Time Execution Logic
- Matter Fee Arrangement Based Expense Execution Logic
- How to retrieve matter fee arrangements via code?
- How to create a fixed fee matter fee arrangement for a matter via code?
- How to create a contingency fee matter fee arrangement for a matter via code?
- How to retrieve matter fee arrangements via automation?
- How to create a fixed fee matter fee arrangement for a matter via automation?
- How to create a contingency fee matter fee arrangement for a matter via automation?
Files & Content 5
Focus Matters⚡ 4
Gantt⚡(AdvoLogix) 3
Intake Forms 8
Kanban⚡(AdvoLogix) 3
Legal Hold⚡ 4
Matter Calendar⚡ 3
Matter Content Module (legacy) 3
Matter Planner (legacy) 7
Matter Search⚡ 4
Matter Timeline⚡ 5
Matters 19
- Introduction to Matters
- Viewing Matters
- Create a Matter
- Edit a Matter
- Change the Owner of a Matter
- Change the Owner of Multiple Matters
- Create a Queue for Multiple Owners
- Add a Custom Matter Field
- At a Glance Dashboard
- Participants Related List
- Sub-Matters
- Cross Reference Matters
- Offer and Demands
- Matter Hierarchy
- Mass Edit Button
- Court Entities
- Matters
- Other Matter Features
- Validate Matter Aggregates
Participants⚡ 7
Rates 12
- Rates & Rate Groups Sub-Tabs
- Adding Rates Directly From a Matter
- Editing Rates Directly From a Matter
- Adding Rates From AdvoLogix Setup: Rates Sub-Tab
- Editing Rates From AdvoLogix Setup: Rates Sub-Tab
- Copying Rates Through Automation or Code
- Adding Rates Directly to a Rate Group
- Editing Rates Directly From a Rate Group
- Adding Rate Groups
- Editing Rate Groups
- Timekeeper Easy Add Function on Rates
- Setting Up Default Rates
Relationship Maps⚡ 2
Reports & Dashboards 2
Task Checklists⚡ 3
Time 24
- Introduction to Time
- Exporting Time
- Time Terminology
- Time Fundamentals
- How do I add time from the time tab?
- Editing Time From the Time Tab
- How do I add time from a matter?
- How do I edit time from a matter?
- Add Additional Fields to the Time Layout
- How can I manage the columns in batch time?
- Batch Time Entry ⚡
- Batch Time Entry (legacy)
- Weekly Timesheet
- Billing Preview ⚡
- Billing Preview (legacy)
- Rounding Hours Via Code
- Retrieving the Default Rate Via Code
- Retrieving the Default Rate Via Code (deprecated)
- Timekeeping
- Cloning Considerations for Custom TimeEdit
- Multi Timer⚡
- The Sidebar Quick Timer (legacy)
- Adding the Quick Timer to the Sidebar (legacy)
- Salesforce Mobile App Timer (legacy)
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