Enabling AutoTime (Matter Activity Recording)

11/07/2025
Knowledge

How To

You're able to enable AutoTime (Matter Activity Recording) for specific Staff and Matters.

Current AutoTime Requirements

Microsoft 365 Subscription with Exchange Online

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Without a Microsoft 365 subscription, calendar appointments and meetings will not be recorded automatically.

Enable AutoTime for Staff

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Only Admin users can enable/disable AutoTime for other staff members. If you're not an Admin and need AutoTime enabled for someone else, please contact your firm's Admin for assistance.

To enable AutoTime for Staff:

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Desktop: Click the LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Web: Click > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Select Firm > Staff > Members.

The Staff Members List will open.
Next to the relevant staff member's name, toggle AutoTime Enabled on.

Disable AutoTime for Staff

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Only Admin users can enable/disable AutoTime for other staff members. If you're not an Admin and need AutoTime disabled for someone else, please contact your firm's Admin for assistance.

To disable AutoTime for Staff:

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Desktop: Click the LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Web: Click > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Select Firm > Staff > Members.

The Staff Members List will open.
Next to the relevant staff member's name, toggle AutoTime Enabled off.

Enable AutoTime for Matter

A matter that has the Billing Type set to Time Recorded will automatically record time for staff members with AutoTime enabled. Recorded time will be automatically converted to time entries.

Open the Matter Details window.
Click the Accounting tab > Billing Type > select Time Recorded.

Enable Activity Billing for Individual Staff in a Matter

Enabling/disabling the Activity Billing button allows you to select if you wish to record Non-Billable time for a Matter.

To enable/disable Billable Activity Billing for a matter:

Navigate to the individual Matter.
At the top left of the Matter window, ensure the Activity Billing button is toggled on or off.

If toggled off, your individual time in the matter will record as Non-Billable time.
Alternatively, select the dropdown arrow and select Settings.
Select which individual staff members have Activity Billing turned on/off for this matter.

Alternatively, you can navigate to your Matter > Matter Details > Activity Billing tab to select individual staff members.

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An alert will appear if you attempt to enable Activity Billing for staff that do not have Matter Based Activity Recording enabled within Application Settings. This alert will advise ‘Matter Based Activity Recording is not enabled for this staff member’.

Set Staff Role for Reporting

To set the staff role for Staff:

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Desktop: Click the LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Web: Click > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Select Firm > Staff > Members.

The Staff Members List will open.
Open the relevant staff member.
Click Additional Details.
Use the dropdown to select a Role.
Click Save.

Last Modified Date

11/07/2025 1:33 am

Title

Enabling AutoTime (Matter Activity Recording)

URL Name

Enabling-Matter-Activity-Recording-CA

Resolution