How can I record services on the go with the Web Timesheet?

How can I record services on the go with the Web Timesheet?

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In addition to the classic timesheet built into the application, timeSensor LEGAL 365 now also has a Web Timesheet. The Web Timesheet can be accessed in a web browser and thus also used on portable devices such as iPads or smartphones. The Web Timesheet is permanently synchronized with the classic timesheet. You can also use both timesheets in parallel.

Setup

For the Web Timesheet to be operated comfortably, it must be set up once. This means:
  1. Unlocking the functionality in timeSensor LEGAL 365
  2. Integration of the Web Timesheet with Microsoft 365 (optional)
  3. Adding the Web Timesheet to the smartphone's home screen (optional)
  4. Setting up a Passkey (optional)
Integration with Microsoft 365 allows authentication via Microsoft 365 login. This has the advantage that you do not need an additional password to log in.

Setting up a Passkey allows you to use biometric authentication on smartphones or other suitably equipped devices (e.g., fingerprint or camera). This has the advantage that you do not need an additional password to log in.

Unlocking the functionality in timeSensor LEGAL 365

To unlock the functionality:
  1. First navigate to Settings - Admin - Special - System
  2. Click the following button at the bottom of the window: Web App Settings  
  3. Activate the desired functionalities there
  4. Once you have completed the activation, save your settings
After the corresponding functionalities have been activated, you can access the Web Timesheet by entering your timeSensor LEGAL 365 server/network address in the browser. For example: 

 

Login

You can then log in online as usual with your timeSensor LEGAL 365 login data, via the configured biometric authentication (Passkey), or via Microsoft in the Web Timesheet.


Recording Services

Recording a Single Service

To record individual services in the Web Timesheet, proceed as follows:


1. Select Add Entry, to to record a new service. 
2. Select the date and the case on which you want to record the service. 
3. Enter service codes, time spent, and service text.  Similar to the timesheet integrated in timeSensor LEGAL 365, the indication of times can also be made immediately after the indication of the service code here. Example: h73 for a file study of 73 minutes.
4. Add details to the service if necessary. These are transferred to the details column in the timesheet and do not appear on the invoice. 
5. The checkbox for the billability of the service is automatically created according to the setting at the case level of the case. Therefore, an adjustment is only necessary if, for example, a billable service is recorded on a non-billable case. 

Recording multiple services via the timer function

Click the function button Start Timer, to start a new timer.
A timer starts running. The service for which the timer is running can be paused, finalized, or deleted via the buttons on the right. When the entry is finalized, i.e., finally recorded, it is moved down to the list of already recorded timesheet services.

Any number of timers can be started simultaneously. The dot next to the time display, as well as the stop and play symbols, indicate running or paused timers. 

A preselection of the service is not necessary. This is practically applied, for example, when a phone call about another case is received in the middle of a file study. Thus, when starting the file study, the first timer is started; when answering the phone, this is paused and a second timer is started. After ending the phone call, the case for the second, already running timer can be conveniently recorded afterwards. If no case is selected, the entered service text is displayed instead of the case name.




By clicking the Send or Save button of the timer entry, it is transferred both to the lower area of the Web Timesheet and synchronized with the timesheet integrated in timeSensor LEGAL 365. If necessary, the service can be reopened and modified. 

Editing and Display of Services

Display Time Range

By selecting a time range, the display of the services output in the lower area can be controlled. The default is always set to the current day, similar to the integrated timesheet.



When selecting one or more services, the button Actions. This offers the possibility to transfer services from the Web Timesheet directly into the dossier and to merge services (consolidation). Please note that only services recorded by the same executive on the same case can be merged!



Sum Function

Similar to the timesheet integrated in timeSensor LEGAL 365, the Web Timesheet also has an automatic sum function.
The date range of the listed services, as well as the breakdown of the values shown there, can be expanded by pressing the corresponding button on the right.


By expanding the list via the arrow icon, you get a more detailed overview of the structure of the listed services. 



By using the two buttons on the far right edge, the list of displayed services can be collapsed or sorted.

Kick-Start Video

Watch the following video to learn how the Web Timesheet works in just a few minutes: