How do I edit/delete an entry after I’ve released it?
At most firms, once an entry has been released from Laurel, it’s not possible to edit or delete it. You’ll need to go directly to your firm’s practice management system (PMS) to make changes to it.
A small number of Laurel customers are able to edit entries after they've been released. This feature is currently only available to firms that use Aderant as their PMS.
How do I see time billed to a specific matter (project, initiative) or to a particular client for a week/month?
You can do this in Time Control.
Navigate to your initials in the lower lefthand corner of the web app, then select Time Control from the options that pop up. In Time Control, you can filter time entries by matter (project, initiative), client, and date.
How do I merge time entries?
Please follow these steps to merge two entries:
Select the entries you want to merge by checking the box to the left of each of them.
When you select at least two, an action bar will appear above them.
Find the merge button in that action bar – it looks like two arrows pointing to each other.
Click that button, and the entries will merge.
Please note that you can only merge two entries that have the same matter/project/initiative.
How do I run a report on entries I’ve billed to a particular client, or to a particular matter (project/initiative)?
You can run a report in Time Control, then export it to CSV.
To do this, follow these steps:
Navigate to your initials in the lower left of your screen, then click on them.
Select Time Control from the options that surface.
Once you’re in Time Control, you can filter entries by date, matter (project/initiative), client, and entry status (released, unreleased, etc.). Apply the filters that are relevant to the report you want to run.
When you’ve filtered the entries, click “export” and you will receive a CSV export to your email address.
You can export up to five weeks of entries at a time.
How do I print out my timesheet?
There is no dedicated "print" function in Laurel. Instead, you can run a report in Time Control, then export it to CSV to print.
To do this, follow these steps:
Navigate to your initials in the lower left of your screen, then click on them.
Select Time Control from the options that surface.
Once you’re in Time Control, you can filter entries by date, matter (project/initiative), client, and entry status (released, unreleased, etc.). Apply the filters that are relevant to the report you want to run.
When you’ve filtered the entries, click “export” and you will receive a CSV export to your email address.
You can export up to five weeks of entries at a time.
How can I see a full week/month of entries?
It’s not possible to see a full week or month of entries in your timesheet, but you can see this in Time Control.
Navigate to your initials in the lower lefthand corner of the web app, then select Time Control from the options that pop up. In Time Control, you can filter by date to find the entries submitted in the period of time you’re interested in.
How do I see my daily, weekly, or monthly billable and non-billable hours?
To see the billable and non-billable hours you’ve accrued over the current day or week, hover over the number you see under “Week” and “Day” in the header of your timesheet.
To see the billable and non-billable hours you’ve accrued for a month, click on Calendar on the lefthand side of the web app.
Why does my timesheet always default to a random date?
You might have that date bookmarked. Edit the URL of the Laurel web app so that it just reads as app.laurel.ai, with nothing after “ai”, and then bookmark that URL. If you do that, the app will always default to the current date.
What do the green and yellow circles mean on my calendar?
The green and yellow circles on your calendar signal released versus unreleased time. If you see a dotted yellow circle around one of the days on your calendar, that means you have unreleased entries for that day. Please navigate to that day, finalize your entries, and release that time.
If you see a green circle around the days on your calendar, that means you’ve fully released your prepared entries for that day. No further action required from you.
If you don’t see any circle around a day on your calendar, that means you do not have any entries prepared for that day.
An open white circle denotes the current day, and a closed white circle denotes the day you've navigated to on your timesheet. If you have navigated to the current day, it will appear as a closed white circle.
Does Laurel have a mobile app?
Laurel is mobile responsive, which means you can access the Laurel web app through the browser on your mobile device. There is no separate Laurel app to download.
Please note that only some Work Activities will be collected when you’re working on your mobile device. For the best possible activity capture, we recommend using the Laurel assistant on your desktop computer.
I created a temporary matter (project, initiative) but now need to move those entries to the permanent matter (project, initiative). How do I do that?
You can move these entries to their permanent matter (project, initiative) by following these steps:
Click on the entry you want to reassign to a permanent matter (project, initiative).
You’ll see a gray action bar appear above the entry. In it, there will be an “assign” button – it looks like a folder with an arrow on it. Please click that button.
When you’ve clicked the “assign” button, you’ll see the matter (project, initiative) selection modal pop up. From there, you can select the permanent matter (project, initiative) for the entry from the drop-down. You can also search for a matter (project, initiative) in the search bar.
Once you’ve selected the permanent matter (project, initiative), click “save” and the entry will be reassigned to that matter.
How do I delete a temporary matter (project, initiative)?
You cannot delete a temporary matter (project, initiative). Over time it will stop appear at the top of your list of matters (projects, initiatives) in the Edit Entry modal. It will also disappear from your "Recent Matters" (projects, initiatives) list.
I’m going on leave and need to release some time in the future. How do I do that?
Not all firms allow timekeepers to bill to future dates.
If your firm does, you can bill to future dates by selecting “Create an Entry” on your timesheet and then selecting “Change Date” in the upper left of the entry modal. When the calendar pops up, select the date you want to bill on, then go forward with creating your entry.
If you’re planning to use the same entry information for multiple days of leave, you can use the “Save and Duplicate” option on the entry. When you click this, your entry details will duplicate, and you simply need to change the date on the copied entry.
I want the start of the week to be on Monday instead of Sunday (or Sunday instead of Monday). Can I change that?
You can make this change in your Laurel app settings. Please click on your initials in the lower left-hand corner of the web app, then click on “Your Account.”
Navigate to “Laurel Settings” then look to the right for “Week Start Date.” Select the date that’s your preference from the drop-down, then click “Save” in the upper right.
I just released my time, but the entries say “Release Pending” instead of “Released.” What did I do wrong?
"Release Pending" is a temporary state that means your data is on its way from Laurel to your firm’s PMS. Entries usually move to “Released” within a few minutes. They should not be in "Release Pending" for more than one hour.
I’m not seeing any of my Work Activity show up in the Work Activity panel of the Laurel web app. Why is that?
There are two common reasons this happens:
You're not logged in to the Laurel desktop assistant. The Laurel desktop assistant captures most of your Work Activity. If you are not logged into the Laurel desktop assistant, you will see very limited Work Activity in your Work Activity panel. Please click on the pinned Laurel desktop assistant in your system tray on your desktop to log back in.
You have a filter applied that is masking some of your Work Activity. Please clear all filters in your Work Activity panel, and ensure that your Work Activity preferences are set as follows:
Duration Minimum is set to 10s+.
Open Time is set to 1m+.
I’m only seeing my emails and calendar events show up in Laurel. Where is all the rest of my Work Activity?
This indicates that you're not logged into the Laurel desktop assistant and are only getting limited activity capture from the Laurel cloud assistants.
The Laurel desktop assistant captures most of your Work Activity. If you are not logged into the Laurel desktop assistant, you will see very limited Work Activity in your Work Activity panel. Please click on the pinned Laurel desktop assistant in your system tray on your desktop to log back in.