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Legalmaster Getting Started I

Learn about tables in LegalMaster, a collection of information that doesn't change often. Use tables to categorize clients, employees, matters, and more. Set up timekeepers and billing rates to accurately track billable hours.

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Legalmaster Getting Started I

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  1. LegalmasterGetting StartedI Tables

  2. One quick definition A “table” is a collection of information that doesn’t change often. For example, your list of clients is not a table, while your list of employees is. We realize this distinction is arbitrary.

  3. Click the Tables button to elicit the list of Legalmaster’s tables. Most tables are optional. The two major exceptions are “Employees and Rates” and “Statement Characteristics.”

  4. We’re picking “Matter Types” as an example to show you how most of these tables work. You would use this table if you want to be able to categorize your cases (matters) on reports. You may want to think of it as “area of law.”

  5. Some of the other Tables

  6. Employee Table You must enter here anyone whose time you want to bill, your attorneys, paralegals, et al. Notice there are two tables on this screen. You use the first to supply a list of your “timekeepers.” You use the smaller table below it to establish each person’s hourly billing rates. You assign to each rate a code and you’ll ultimately assign that code to those matters who are to be charged the corresponding rate. For example, Jacob has a High rate of $300 and a Low rate of $280.

  7. Summary • After installing Legalmaster, enter your timekeepers and their billing rates. • If you want to categorize your employees, client or matters, you may enter data into the appropriate tables, but you may defer this indefinitely without adding too much of a burden later.

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