A case (matter) holds your time entries, invoices and AI brief for one piece of work for a client.

Steps

  1. In the sidebar, click Cases.
  2. Click New case.
  3. Choose the Client ("Select a client…") and enter a Title. Both are required.
  4. Optionally add Case number, Status, Practice area, Hourly rate (USD) and Description.
  5. Click Create case.

Tips

  • Add the client first; the case needs one.
  • The hourly rate becomes the default rate for time logged on this case.
  • Your plan limits how many cases can be open at once: 1 on Starter, 6 on Professional, unlimited on Lifetime. Only cases with the status open count.
  • You can also use Open a new case on the Dashboard.