Overview

ShareDo has inbuilt time recording that can be used in either or both of the following circumstances:

• Passive time recordings: Time can be recorded passively, i.e. without user input. Passive time capture captures management information concerning the firm’s processes. For example, using passive time capture, you can understand how long a specific process, phase or activity will take and ultimately calculate the cost of delivery.
• For billing purposes: Passive time capture can be extended to specific codes for billing clients. Like other data items in ShareDo, the codes available can be “striped” according to the type of work or the phase that a case is in.

Time Codes

The time codes that you capture for a given entry will often need to be changed based on elements such as:

• Matter Type: For example, you may need to capture different time codes for disputes than for real estate matters.
• Activity: When you are recording time against a telephone call, this may differ from the codes you require for a compliance task.

To facilitate this level of configurability, ShareDo's time codes are based on the following key concepts.

Time Code Sets	Time code Sets represent a unique set of codes that can be configured for time capture. Time codes can either be a "flat" list or are hierarchical. See Time Recording: Configuring Time Code Sets‍.
Time Classifications	Time Classifications represent a collection of one or more segments, with each segment being a set of Time Codes or a memo field. These segments are combined together to form the set of fields/codes (a "classification") that will be entered when time is recorded.  See Time Recording: Configuring Time Classifications‍.
Time Categories	Time Categories represent the top-level categorisation of time entry. By default, there are two time categories: billable and non-billable. For a given time category, you can create rules to determine what time classifications are shown. For example, you can specify that the JCode Time Classification codes are only shown for Dispute Matters. See Time Recording: Configuring Time Categories and Rule Sets‍.

Find these settings within the Admin portal under the Time menu option.

Configuring Time Capture by Work Type

Time capture does not have to be consistent across your different work types. For example, you may choose to disable time capture for specific fixed fee Matter Types.

Likewise, since ShareDo time capture is configured at work type level, you can choose to configure capture at different levels within the application.

• At activity level: This is the default configuration for time capture and enables you to capture time for individual activities such as preparing a document or a meeting.
• At Case or Matter level: Time entries can also be captured at Matter level.

When configuring time capture for a work type, you can specify:

• Automatic Narrative generation: Dynamically create different narratives for different work types. You can also “check” narratives for reserved words using Dictionary Rules. You can also specify a Minimum Narrative Length that needs to be adhered to, or the time entry cannot be submitted. Setting this to 0 (zero) means no narrative is required to submit time entry.
• Stop Watch behaviour: See the next section.

Stopwatches

Within ShareDo, stopwatches can either be manually triggered by users or are triggered by events such as Phase Changes.

When running, stopwatches can be viewed from the top-level navigation menu entry (if the menu is configured to have this option). From this view, you can click directly too the activity, and hence, this option is often used as a shortcut to work-in-progress tasks.

You can specify stopwatch behaviour both at a system level and for individual work types.

By configuring:

• Maximum and minimum durations for stopwatches.
• Whether time entries should be recorded automatically or based on user input.
• How the system should behave for events such as browser closing.

Time Entry Progression

Time Entries are managed according to a (non-configurable) defined state model.

Time Targets

Within the Finance Admin area, you can configure time targets at both a case level and for individuals.