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Frequently Asked Questions - LexisNexis

Frequently Asked Questions - LexisNexis

Frequently Asked Questions - LexisNexis

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The following table compares the<br />

terminology used in Time Matters®<br />

and PCLaw:<br />

For more information about the Time<br />

Matters®/PCLaw Link, see the Time<br />

Matters User Manual:<br />

• Version 3 User Manual – pages<br />

254 to 265<br />

• Version 2 User Manual – pages<br />

217 to 231<br />

Time Matters® PCLaw<br />

Contacts Clients<br />

Matters Matters<br />

Billing Slip Time Entry<br />

Staff Lawyer<br />

Event Classification Code Task Code<br />

Memo Description<br />

Duration Time<br />

I am working on a contingency case where I will not be billing the matter until the case is completed.<br />

The fee will be determined at that time. How can I keep track of the work done without billing the<br />

client?<br />

To prevent the matter from being billed until the case is completed:<br />

1. On the File menu, point to Matter and click Open Matter.<br />

2. Type or select the matter nickname for this case and click OK.<br />

3. Click the Billing/Past Due/Taxes tab.<br />

4. In the Frequency box, select Exclude.<br />

5. In the Quoted Type box, select Contingency.<br />

6. To save your changes, click OK.<br />

The billing frequency of Exclude prevents this matter from being billed if you do mass billing.<br />

To make time entries for the work you have done:<br />

1. Enter time dockets using the Time Sheet function as you would with any other matter, using a rate of<br />

zero on the time entries.<br />

When the case is completed, produce the bill using the Create Bill function from the Billing menu:<br />

1. On the Main tab, type or select the matter nickname in the Matter box.<br />

2. Click OK.<br />

3. In the Fees box, enter the fee amount for the whole case.<br />

4. Click OK.<br />

5. On the Explanation for Fee Adjustment screen, type in the text to appear on the bill.

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