Download the Mobile App
Download the app from the App Store or Google Play.
Log in
Log in to the Mobile App using:
Email address
Password
Facial recognition (if enabled)
Navigation Tabs
At the bottom of the app, you’ll see five main tabs:
Home- Timers, bookmarked matters, and bookmarked contacts/clients
Tasks- View and manage assigned tasks
Contacts- Search, create, and manage clients/contacts
Charges- Review and enter time, expenses, and fixed fees
Account- Log out and manage account access
Home Tab
Start a Timer
Timers sync between desktop and mobile.
Tap the blue timer icon (bottom-right)
Timer begins immediately
Pause or Stop a Timer
Pause- temporarily stop a timer
Stop- end a timer
Enter and Save Timer Details
Tap the timer icon
Complete entry details:
Attach matter
Enter description manually or use voice dictation
Adjust time (+/- buttons)
Delete or Resume timer
Tap Save
Bookmarked Matters
Quickly create entries for frequently used matters. Available actions include:
Add a Time Entry
Record an Expense
Enter a Fixed Fee
Bookmarked Contacts and Clients
Tap a bookmarked contact/client to:
View phone numbers
View email addresses
View mailing addresses
Send text message
Place phone call
Compose email
Tasks Tab
View Tasks
View all upcoming tasks under My Tasks. Each task displays:
Matter and client
Description
Start date
Due date
Status
Optionally (permissions required), you can view All Tasks for tasks assigned to other users.
Create a Task
Tap the + icon
Enter task details
Save
Contacts Tab
The Contacts Tab displays all clients and contacts.
Features
Bookmarked contacts/clients appear first
Search using filter icon
Search by name
Search by number
Tap a contact to view full details.
Add a Contact or Client
Tap the + icon
Enter contact information
Tap Save
Saved Filters
Filters saved by the user in the desktop app appear across the top for quick access. Use filters to quickly narrow client/contact lists.
Charges Tab
Use the Charges Tab to review and enter:
Time entries
Expense entries
Fixed fees
Optionally (permissions required), you can view All Charges for charges assigned to other users.
View Entries by Date
Tap calendar icon for the Monthly View
Select a date to see entries for that day.
Add Charges from the Charges Tab
This lets you add entries directly without returning to Home. Tap the blue + icon to add:
Time Entry
Expense Entry
Fixed Fee
Account Tab
Use the Account Tab to log out manually.
Note:
The app may automatically log you out after inactivity for security purposes.
