We understand that billing summaries must meet quality standards set by both the firm and the client. Laurel aims to streamline this process by automating the creation of summaries through:
Entry summary templates
Predictive narratives
Duplication shortcuts
Entry Summary Templates
Create summary templates for faster entry creation. These templates can be reused on any unreleased entry, and are easily accessible through a shortcut created by you. They can also be used across devices - wherever you access Laurel.
Creating a template:
Draft a summary in an unreleased entry on your Timesheet
Select 'Save new template'
Add a name and a shortcut
Accessing a template:
Select an unreleased entry on Timesheet
Click the summary dropdown or type in a shortcut you created (beginning with /) and apply
Updating a template:
Open the template you would like to update
Click the 'Edit Template' icon
Make your required edits
Save
Template Management
By logging into your Admin Console and navigating to the 'Narratives' tab you will be able to access and manage all of your templates. Here you can:
Add Narratives: Effortlessly add as many narratives as you need with a simple workflow.
Edit Narratives: Tweaking your existing narratives has never been easier.
Delete Narratives: Clean up your list by removing narratives you no longer use.
Predictive Narratives
Leveraging your previous entries, Laurel learns about your unique style and preferences. As you write, it intelligently proposes narrative options that resonate with you. Simply press tab to complete the sentence, or continue typing to bypass the suggestion.
Duplicate Entries
Completing the same task for multiple matters? Use these shortcuts to quickly duplicate your entire entries or copy and paste entry narratives.
Duplicate entire entry:
Including the summary, increment, and work codes:
Select an entry on your Timesheet
Click the 'Duplicate' button
Don't forget to save!
Copy + paste entry narratives:
Select an entry on your timesheet
Use ctrl+c on your keyboard
Paste the summary in a new entry
Save