Time Entry Rules

Time Entry Rules

CARET Legal offers the ability to limit Time Entries from using pre-selected words that may cause the invoice to be rejected.

In many areas of law, most frequently with corporate clients or during the LEDES upload process, bills are scanned and will return errors when certain compliances are met.  
For example, a corporate client may not pay for research of any kind. When receiving LEDES bills their upload provider will scan for the words “Research” “Researching” “Researched”, rejecting any invoices that contain these words. To help mitigate this issue we have introduced Time Entry Rules, a way to apply Client or Matter Level rules, prohibiting the use of selected words or Phrases 

Creating Time Entry Rules

1) Browse to Firm Settings -> Billing & Accounting -> Time Entry Rules 

2) Select + sign to create a new rule.


3) Supply a rule name and the many components of the Time Entry Rule. 

    1. --> Select Save 


Applying a Time Entry Rule to a Contact

1) Create a new Contact, or open an existing Contact for editing

2) Browse to the Billing Tab 

3) Select the + sign to assign an existing Time Entry Rule to the contact 

Once applied the one-to-many TERs will auto-populate on new matters for this client. 

Applying a Time Entry Rule to a New Matter 

1) Enter New Matter Page 

2) Under Billing Option there will be a Time Entry Rule section 

3) Select the + sign to assign an existing TER to the matter 

Applying a Time Entry Rule to an Existing Matter

1) Select the existing Matter you want to apply the TER to.

2) Under options there will be a Time Entry Rule section 

3) Select the + sign to assign an existing TER to the matter 

When a Time Entry Rule is violated, the user will see an error message.

Deleting Time Entry Rules

Users will see all matters where the Time Entry Rule is applied when attempting to delete. Users can unapply on this screen, allowing them to then delete. 


    • Related Articles

    • How do I generate LEDES Invoices?

      To generate a LEDES Invoice, you will need to make sure UTBMS Codes are enabled in your Firm Settings as well as in the Matter you wish to bill. Go to Firm Settings Click on Billing & Accounting Options. Under Billing Options, you will be able to ...
    • Can I Turn Off Automatic Time Entries For Emails?

      By default, Zola Suite starts a timer automatically when you draft an email associated with a matter and then generates a Time Entry for each message. However, you also have the ability to review and edit the Time Entry prior to saving it or turn the ...
    • Quick Ways to Capture Time

      If you are getting paid for time spent, then it goes without saying, if you aren’t billing for your time, you are leaving money on the table. Zola Suite has several nifty ways to capture your time: Convert a Calendar entry to a Time Entry when ...
    • How Do I Print All Time Entries for a Matter?

      You are able to print out all Time Entries for a Matter and use the advanced search to narrow down your results. Zola Suite offers two ways of printing. You can do this using the Export function which downloads the data into CSV format and Print to ...
    • What Are the Different Billing Types?

      Within CARET Legal, there are multiple options for how you would like to bill each Matter. The Billing Type is selected at the time of matter creation, but can be edited at any time in the Matter Options. Below is a list of the options offered, and ...


    Experiencing degraded performance in CARET Legal?