Knowledge Base · Beagle

A further 113 articles — the working manual for clients, matters, time, billing, the trust ledger, documents, reporting, sync and the AI features — are available when you sign in to your Beagle account. An active subscription is not required to read them.

Add documents to a matter
Build a report
Create an invoice
Import your data from CSV
Record an expense
Run a conflict check
Track tasks
Troubleshooting records, invoices and imports
Can I customize the workspace layout?
Can I have multiple timers running simultaneously?
Can I transfer funds between trust and operating accounts?
How do I add a new client?
How do I archive a client?
How do I archive a matter?
How do I create a new matter?
How do I delete a client?
How do I delete a matter?
How do I edit client information?
How do I edit matter details?
How do I navigate between different sections?
How do I pause a timer?
How do I record trust transactions?
How do I see my currently running timer?
How do I set up a trust account for a client?
How do I show or hide different panels?
How do I start a timer?
How do I stop a timer?
How do I track trust account balances?
How do I view a client's trust ledger?
How do I view archived clients?
What are the different workspace modes available?
What happens if I close Beagle while a timer is running?
What happens to matters when I delete a client?
What happens to time entries when I delete a matter?
What information do I need to enter when starting a timer?
What is the sidebar used for?
What is the utility column on the right?
Choose and configure an AI provider
Review OCR text
Use the timer on Apple Watch
Use the timer on iPhone
Can I add custom fields to client records?
Can I bulk-edit multiple time entries at once?
Can I customize what appears on the Dashboard?
Can I set custom rates for specific matters?
How do I add a client's address?
How do I add a client's email and phone number?
How do I add a matter description?
How do I add notes about a client?
How do I add notes to a matter?
How do I add notes to a time entry?
How do I assign a matter to a client?
How do I create a manual time entry?
How do I delete a time entry?
How do I edit an existing time entry?
How do I mark time as billable or non-billable?
How do I set a matter status (Open, Pending, Closed)?
How do I use the Dashboard to track my work?
What are the quick actions available on the Dashboard?
What are time entry color tokens?
What information is displayed on the Dashboard?
Record a payment on an invoice
Can I customize the app's colors?
Can I filter clients by status?
Can I filter time entries by client or matter?
Can I turn off contextual help messages?
How do I adjust the visual density of the interface?
How do I change between light and dark themes?
How do I create a custom date range filter?
How do I filter matters by status?
How do I filter time entries by date range?
How do I search for clients?
How do I search for matters?
How do I search through my time entries?
How do I set my default time view?
How do I show or hide archived matters by default?
How do I sort clients?
How do I sort matters?
How do I switch between time view modes?
How do I view all clients at once?
How do I view open matters vs. closed matters?
What are the different time view modes (Day, Week, Table)?
What is the "Quick Help Panel" and how do I use it?
What is the "Today," "This Week," and "This Month" filter?
What is the "Workspace" appearance setting?
What is the default tab setting for matters?
What sorting options are available for clients?
What sorting options are available for matters?
Add and organise contacts
Can I export time entries for specific clients or matters?
Can I set a default tab that opens first?
Does the firm logo appear on invoices?
How do I add my firm's logo to Beagle?
How do I configure matter workspace defaults?
How do I export time data for a specific period?
How do I export time entries?
How do I remove or change my firm logo?
Should I show archived matters automatically?
What export formats are available?
What image formats are supported for logos?
What is "rounding mode" in export options?
What size should my logo image be?
What tabs are available in the Matters workspace?
Where does my firm logo appear in the app?
Back up and restore your data
Matter Intelligence: chronology analysis
Can I set different rates for different matters?
How do I configure time tracking defaults?
How do I set my default hourly rate?
What is the default hourly rate used for?
Matter Intelligence: risk analysis
Matter Intelligence: contradiction analysis
Matter Intelligence: draft generation