The features will be available 12 AM July 21, 2019.

If you are an administrator, notify your timekeepers of the change. If you are a timekeeper, update your app after the release takes place or enable automatic updates. Otherwise, no action is required.

Encourage your timekeepers to update their mobile app after the release takes place or enable automatic updates. Desktop changes will go live at the time of the release.

There are several amazing new features for timekeepers included in this release, so it is strongly encouraged that you give them a heads up and get them excited. You can use this template to brief them on what’s coming.

At Aderant, we understand that not all timekeepers work the same way. Some work contemporaneously, some work constructively, some use the help of assistants, while others go back and forth between the two extremes to take advantage of flexibility. In order to remove barriers to time entry, as we are committed to doing, we must ensure that iTimekeep is flexible!

We’ve added a new header to the desktop interface with four buttons: My Time, Dashboard, Calendar, and Timers. The timekeeper will be able to switch their view based on their work style and it will be “sticky,” meaning that it will reopen that view upon their next login.

My Time: Works for flexible timekeepers: sometimes contemporaneous, sometimes reconstructive. This view is great for traditional iTimekeep users as well as those who want a quick way to enter time.

Dashboard: Formerly known as “stats,” this view allows the reconstructive timekeeper to fix or review timecards and fill their missing time gaps. This is ideal for the user who doesn’t enter his/her own time but wants to stay on top of their performance and identify missing time at a glance.

Calendar: This view allows the reconstructive timekeeper to review timecards submitted by day and week and fill their missing time gaps. This is great for new users that are accustomed to working out of a calendar view.

Timers: Built for the contemporaneous timekeeper to provide a single view for managing concurrent timers. This is a helpful view for new users that are accustomed to “quick timers view” already existing in their timekeeping systems.

From any view, timekeepers can perform basic functions such as adding time, starting a timer and printing.

Timekeepers can immediately print from any view (and time period) and will receive a beautiful report with all the timecard information.

‘Stats’ is now referred to as ‘Dashboard’ in both the desktop and mobile applications.

‘Worked’ now appears as ‘work hours.’

Today’s timekeepers are often working on several matters concurrently and need the ability to quickly and easily record time when something comes up. iTimekeep’s new Timers view provides the ability to easily manage existing timers and quickly start new timers so that no time goes unrecorded.

Quick Timers:

1. Support the contemporaneous timekeeper and encourage contemporaneous timekeeping. Because they often work on several matters concurrently, they need the ability to quickly and easily create and move from one timer to another and minimize the number of clicks.
2. Be more competitive when bringing firms using legacy systems. Although the Quick Timer is a great feature, it was a requirement for us to incorporate into iTimekeep. Legacy systems had it and newly converted users were expecting to have this.

The Quick Timer button allows timekeepers to immediately start a new timecard with a running timer, reducing the number of clicks needed. On desktop, timekeepers will have the additional option to choose a suggested matter. The button exists within each desktop view.

In the desktop app, Quick Timers allow users to immediately start a new timer for any suggested matter listed from any view. This will reduce the number of clicks needed to track time. Timekeepers can simply hover over the QuickTimer icon to view suggested matters or click on the Quick Timer icon to create an empty timecard.

In the mobile app, Quick Timers are available by tapping on the Quick Timer icon.

Until now, the only way to identify a timecard with a guideline violation was via the OCG Live™ Violations Report. Largely, this left timekeepers with no easy way to tell which timecards returned point of time entry violations after they clicked “fix it later.” Our goal with this enhancement is to bring visibility to all users so they can easily and quickly spot check and fix violations to client guidelines.

This new indicator will appear on the My Time screen on the timecards that have returned an “Error” OCG Live™ violation.

No, the indicator will only include ‘error’ violations. ‘Warning’ and ‘info’ can be ignored, so they will not show this indicator.

Not only can users spot an OCG Live™ violation from any My Time view, they can now see all details of violations (info, warning, error) by opening the timecard.

Sure can! By printing a report of your time entries from the My Time screen, you will be able to see a printed version of all violations.

Yes, you must have an OCG Live™ subscription with point of time entry enabled to take advantage of the Violation Indicator.

You can filter violations (errors, warnings, info) in one view so that you can fix or print them.

We believe that in order for firms to successfully manage billing guidelines, information on violations to client rules must be actionable. The Dynamic OCG Live™ Violations Report not only provides a detailed list of guideline violations, but gives the firm the ability to fix violations on the spot or assign corrections to a timekeeper or staff member.

OCG Live™ admins receive a daily email with a summary of violations and link to the OCG Live™ Violations Report including the day’s violations. From the portal, admins will have easy access to correct any timecard violations or assign them to others. Users have the ability to search for violations based on any given day. When an entry is fixed and the report is refreshed, results and summary values will be updated for the day.

Users can filter out entries by any of the headers in the grid. This is helpful when looking for all violations by client/matter, timekeeper or any other columns. Values can be sorted by clicking on the column.

Users can immediately know all details of an entry and its violation, guidelines associated to the timecard and rule that triggered the violation. This is a great tool for admins to quickly spot the source of the violation.

Users can choose which columns to display in the grid report. When a field is moved from available to current, it will become a column.

Users can export the report to Excel or email the report to the policy owners. All entries for that date will be included in the report. Users can then email tailored and filtered results to others at the firm to fix in the T&B System.

Admins will be able to export the report details as an Excel spreadsheet allowing them to manipulate the data however they wish. Report details can be sorted and filtered by column values. Columns can also be added or hidden from report details. Violations in the report detail can be emailed to the accountable timekeeper.

New OCG Violations view will contain all the previous report detail fields: Client, Matter, Timekeeper Name, Timekeeper ID, Timecard ID, Work Date, Kind of Violation, and Violation Message. It will also include the guideline’s name, rule name, and a fee amount (if available).

Each violation in the report includes buttons to show the timecard details and go to the associated rule or guidelines.