PROCEDURES

PRACTICE GUIDES

Revision History
Date Revision
2024.05.15 Initial publication of procedure
1. Daylite Appointments

Go to your Daylite Calendar. For the date in question, check to see whether you had any appointments and bill for each.

Also, bill for:

(1) preparation for the appointment

(2) travel that was necessary (as a separate billing item); and

(3) follow-up steps, such as writing emails or reports about the event, and bill for those.

2. Daylite Deadlines

Remain in the Daylite Calendar. Note that at the top of each day, the deadlines set for that date appear. Noting those deadlines is likely to jog your memory of steps you have already performed on that deadline.

Example: If the deadline was for designation of experts, you’ll want to be sure you’ve billed for

  • drafting the expert designation
  • telephone conferences with:
    • the expert
    • opposing counsel
    • the client (such as informing the client of the expert and obtaining approval to retain the expert
  • review of your experts’ reports
  • research into each area of expertise for each expert
  • legal research regarding the expert’s subject matter or key procedural requirements
3. Daylite Tasks

It will save you a lot of time to create a Daylite Smart List called “Tasks by Date (billing)”

Create a New Task Smartlist with a date filter

  • Navigate in Daylite to My Tasks in the left sidebar.
  • Click the “+” icon at the bottom left of the screen.
  • Select New Task Smartlist. 
  • Hover over the filter icon and the filter will appear.
  • Adjust the filter until it looks like the example below:

  • Change the name “Brett Godfrey” to your own name.
  • Change the three dates in the red box to the date in quesiton. After you’ve selected the dates the first time, changing the dates is as simple as clicking on the day earlier as you move backwards in time
  • Right-click on the new Smart List to “Tasks By Date (Billing)

When you click on the smart list after changing the dates, you will see tasks that were: (1) created; (2) modified or (3) completed on the date in question. You can gain additional information by clicking on each task when needed to see more information about the task.

4. SharePoint App

How to check your recent cases within your SharePoint accounts:

There is an online SharePoint App that will show your recent items across all SharePoint case sites, 

  • Access the SharePoint App from within a SharePoint case site by clicking on the “waffle” icon at the top left corner of your browser window.
  • You will see various Microsoft 365 Apps; click on the SharePoint app.
  • A stand-alone interface for your SharePoint account will appear.
  • On the left sidebar, scroll down to “Recents”
  • Click Show All
  • A grid of SharePoint case sites you’ve worked on will appear
  • If you believe you have worked on one or more of the sites, click the box for the site
  • Navigate to the Landing Page
  • See all recent items as shown on the landing page:
    • Recent drafts;
    • Recent filings;
    • Recently added records; and
    • Recent orders.
5. Recent Items in Word

Checking recent items in Word

  • In Word, click File
  • Click Open recent to see a short list of recent Word documents
  • At the bottom of that dialogue window, be sure to click More.
  • You’ll be taken to a much longer list of every document you’ve worked on.

Bill for each item, including related work for that document, such as research or document review (including “second-pass” review).

6. Downloads Folder

How to check your Downloads folder:

  • Open a new Finder window
  • Click Downloads on the left sidebar
  • Sort by Date modified
  • Scroll down to the date in question
  • Bill for review of all downloaded items
7. Zoom Call Logs

How to access your Zoom call logs

Your Zoom call logs contain information about your telephone calls and Zoom conferences in two separate places; it is best to open separate browser tabs for each of these, following the instructions below. The Zoom call logs do not always show who you spoke with; for example if a call was put through to you by the individual monitoring incoming calls, the log will not show who the call was from. However, this is a great tool to recover lengthy Zoom conferences and outbound calls you have made to clients, opposing counsel and third parties.

  • Click https://zoom.us/signin
  • Enter your Firm email and password
  • In the left sidebar, scroll down to Phone System Management
  • go to Zoom.com and log in to the Zoom Web Portal. From there, click Phone System Management
  • Click Logs. This will show you your call logs. Note that you can set the date range at the top

How to access your Zoom meetings

  • In the same web page you used above, scroll to and click Meetings
  • Scroll down to the date in question, and bill for your Zoom Meetings (which are video conferences) and bill for Zoom video conferences in which you participated. (Note that the duration of the meetings is shown under the Duration column.)

You will note that not every call is from a number you recognize. If under the Duration column you see a lengthy call, try checking the number in Daylite. If you have a search hotkey set in Daylite, you can highlight the number, copy it and then use your Search hotkey to quickly paste the number in the Daylite search bar. Most of the business calls you recieve are from numbers we have stored in Daylite, so this procedure works quickly and well for most calls.

8. Sent Email
  • In your email, go to your SENT folder
  • Scroll down to emails received on the date in question.
  • Bill for every email you sent, as well as drafting, or review and analysis, of the attachments to each email. (You may have to enter those elements of your work on the days they were actually performed.)
9. Received Email

Your work will be sped up if you create a smart mailbox to show emails by date received. Here is how:

  • Hover over the heading Smart Mailboxes heading in the left sidebar.
  • Click the circled plus icon (“+“).
  • Create a filter that looks like this:

Within the filter, enter your target date, and bill for review and analysis of all emails you received on that date.

Be sure to bill for drafting or review and analysis of any attachments.

 

10. Cell Phone

In your cell phone telephone app, go to Recents and scroll down to the date in question. Bill for all business-related calls.