Calling & Time Recording in LEAP Mobile

27/09/2024
Knowledge

How To

Learn how to Call & Time Record on LEAP Mobile for efficient client management. Easily initiate the process from matters, cards, or directly from the Card List.

iPhone
Android

Open the matter.
Open the card.

You can also go directly from the Card List.
Tap and then Call & Time Record.

Click to edit heading

If Activity Billing (AutoTime) is enabled for the staff/matter, select Call. The time entry will be automatically recorded and added to Time & Fees tab.

For more information on Enabling AutoTime, please click here.

When you've completed the call, a New Time Entry screen will display with the recorded details.
Edit any details, if required.
Tap Save.

The time entry will be recorded in the matter under the Time & Fees tab.

Click to edit heading

New Enabling the Caller Identification feature in LEAP Mobile allows your device to collect data from your current LEAP Matters & Cards. It then displays the contact's name and/or matter description when an incoming call is received from a number not in your phone contacts.

For more information on Caller Identification, please click here.

Open the matter.
Tap the person with a valid number.

You can also go directly from the Card List.
Tap and then Call & Time Record.

Click to edit heading

If Activity Billing (AutoTime) is enabled for the matter, the call will begin immediately. The time entry will be automatically recorded and added to Time & Fees tab.

For more information on Enabling AutoTime, please click here.

When you've completed the call, a Time Entry screen will display with the recorded details.
Edit any details, if required.
Tap Save.

The time entry will be recorded in the matter under the Time & Fees tab.

Last Modified Date

27/09/2024 3:14 am

Title

Calling & Time Recording in LEAP Mobile

URL Name

Calling-Time-Recording-in-LEAP-Mobile-IE

Resolution