Knowledge Base

A further 94 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 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 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 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 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?
• Move around Beagle
• 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 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)?
• What are time entry color tokens?
• Record a payment on an invoice
• Can I filter clients by status?
• Can I filter time entries by client or matter?
• 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?
• Theme and the Quick Help Panel
• What are the different time view modes (Day, Week, Table)?
• What is the "Today," "This Week," and "This Month" filter?
• 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
• Add your firm logo to invoices
• Can I export time entries for specific clients or matters?
• Can I set a default tab that opens first?
• How do I configure matter workspace defaults?
• How do I export time data for a specific period?
• How do I export time entries?
• Should I show archived matters automatically?
• What export formats are available?
• What is "rounding mode" in export options?
• What tabs are available in the Matters workspace?
• 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