Learn about writing off unbilled time (WIP).
Time is charged against a matter and becomes work in progress (WIP). Only WIP can be written off.
In LegalOffice, there are two options for writing off time:
- Direct Write-Off (W/O): Allows users to immediately write off time with no further action required.
- Write-Off Request: Enables users to initiate a write-off that is sent to the admin team for approval and processing.
Direct W/O
To write off WIP:
- Open the Matter Inquiry for the relevant matter.
- Navigate to the TIME tab.
The Time Inquiry screen is divided into two sections:
Header Panel:
- Provides a summarised view of the time recorded against the matter.
- Displays totals for both chargeable and non-chargeable time recorded, as well as the value of any remaining WIP.
- These totals are grouped by the working author.
Details Panel:
- Lists individual timelines, including their status.
- Time states are displayed for each timeline.
Writing Off WIP
There are several options available for writing off WIP:
- Write Off All WIP for the matter.
- Riight click on anu author in the header panel and select Write Off All WIP for the matter
- Write Off All WIP for an individual author.
- Right click on the author whose time is to be written off
- This will display only their timelines in the detail panel
- Select all lines in the details panel and select Write Off all selected items
- Select Specific Items to write off.
- Click the Show ALL button to display all WIP
- Select the lines you wish to W/O and then right click and select Write Off all selected items
Reverse Written Off Time
Time that has been written off can be reinstated at any time. To do this:
- Select the written-off items displayed in the Details section.
- Right-click and choose Reverse Write Off WIP Selected Items.
Write Off Requests
Read more here if your firm uses the W/O Requests system Time Write Off Requests – LegalOffice User Guides