Dashboard
Attorneys
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Attorneys
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Hours (YTD)
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Work Days Remaining
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Avg Daily Minimum
Paralegals
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Paralegals
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Hours (YTD)
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Work Days Remaining
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Avg Daily Minimum
Team Overview
| Name | Initials | Annual Hours | Hours (YTD) | Hours Left | Daily Min | EOY Proj | Delta | Actions |
|---|
Daily Time Entry
| Initials | Attorney | Hours |
|---|
Recent Entries
| Date | Attorney | Hours | Actions |
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Add New Attorney
All Attorneys
| Name | Initials | Annual Hours | Start Date | Actions |
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Add Holiday
Holidays & Office Closures
| Holiday | Date | Actions |
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Attorney Email Directory
Verify and update the email address for each attorney. Reports are sent to these addresses.
| Initials | Name | Actions |
|---|
Auto-Send Toggle
When enabled, email reports are automatically sent on the scheduled day and time.
Schedule
Choose the day and time (Eastern) when weekly reports are sent.
CC Recipients
Add email addresses to CC on every outgoing report. These recipients receive a copy of each attorney's email.
Message Format
Customize the email subject, greeting, and footer. Use {firstName}, {lastName}, {initials} as placeholders.
Test Email
Send a test email to a single attorney to preview the report.
Send All Now
Manually trigger weekly email reports for all active attorneys right now.
Force Send Emails
Preview and send email reports for all active attorneys. Choose how many weeks of data to include in each email.
Email Send Log
Loading email log...
Export Data
Export all attorneys and paralegals, all years of hour history, holidays, site and email settings, saved drafts, and email send history to a JSON backup. Login PINs and service credentials are excluded.
Import Data
Restore a JSON backup (up to 10 MB), replacing the included site data. Older backups remain supported and leave settings, drafts, and email history unchanged when not included. Export your current data first.
Export to Excel
Export all data to Excel format (.xlsx).
New Year Setup
Initialize data for a new year. This will create empty hour entries for all attorneys.
Danger Zone
Warning: These actions cannot be undone!