You can use the Timesheet page in Actionstep to review captured activities and create billable time entries. The Timesheet also includes suggestions for events that have been identified that you haven't converted to time entries. Entries on the list include those you've captured directly in Actionstep as well as those recorded outside of Actionstep using Trace. 

• Trace activities: As you work in your non-Actionstep apps (like Word, Outlook, etc.), the Trace desktop application runs in the background and records activity from your active window, including application names, file names, email subject lines, and content. This information is added to the Timesheet, where it is organized into activities for review. If Trace can't match work to a specific matter, it still records the time entry as incomplete for you to review and manually assign.

  Note: The Trace desktop application must be installed and actively tracking work for activities to appear in the Trace Timesheet. A green system tray icon indicates tracking is active, while a red icon indicates tracking is paused. To learn more, see Launching, Starting, and Stopping the Trace Desktop Application.

• Actionstep activities: As you work in Actionstep, you can create time entries that are added to the list. Actionstep can also suggest possible time entries you haven't yet created based on matters you've interacted with during the selected day. This is useful if you forgot to track your time and need to remind yourself of the different activities you performed that day.

From the Timesheet page, you can review captured activities, select the work you want to record, and create time entries that can be billed against the appropriate matter.

You can review these time entries—both recorded and potential—on your Timesheet in Practice Management. 

Reviewing Recorded Activities

You can review activities you've already recorded on the Timesheet and make additional changes to them on the Timesheet page. This includes entries you've manually entered as well as those created by Trace. 

To review already recorded time entries:

1. In Practice Management, go to Timesheet > Today. The Timesheet page appears.
2. Using the date filters along the top of the page, choose the date you want to view:
   • Click Today to view today's events.
   • Use the Calendar drop-down list or next / previous arrows to navigate to a different day.
3. In the main area of the page, review the time entries that have been logged for the specific date you've selected. You can complete any of the following tasks as you do this:
   • Sort the data by clicking one of the column headings.
   • Review the details of the time entry, including Matter ID and name, task codes, time spent completing the task, and its billable status. 
   • Click the Edit icon to edit the time entry.
   • Click the Delete icon to delete a time entry. The entry is removed. 
   • Click the View icon to view a billed version of the time record. (You will not be able to edit any of the details since the event has been invoiced.)

Reviewing Suggested Activities

When both Trace and Practice Management recognize activities you perform as possible time entries but not enough information is available to confidently create a time entry using that information, it logs the activity and shows it in the right-side panel for you to review.

To review time entry suggestions:

1. In Practice Management, go to Timesheet > Today. The Timesheet page appears.
2. Using the date filters along the top of the page, choose the date you want to view:
   • Click Today to view today's events.
   • Use the Calendar drop-down list or next / previous arrows to navigate to a different day.
3. If it's not showing, expand the Trace panel on the right side of the page by clicking either of these icons:
   • A launches Trace suggestions.
   • B launches Actionstep Suggestions.
     
4. If you're viewing Trace suggestions on the Trace tab, do any of the following:

   • Turn a suggestion into a time entry by clicking the Create time entry icon and completing the time entry form that appears.

     

   • Remove a single suggestion from the list by clicking the Hide activity icon. The suggestion is removed from the Timeline list, but you can view it again by clicking the Hidden toggle at the top of the list.
   • Remove multiple suggestions from the list by selecting the checkbox for each suggestion and clicking Hide, located at the bottom of the panel.
   • Review AI-suggested matters for potential time entries. Matters in blue are nearly certain to be the correct match, while those in purple are mostly matches. 
5. If you're viewing Practice Management suggestions on the Suggestions tab, do any of the following:
   • Turn a suggestion into a time entry by clicking the Create time entry icon and completing the time entry form that appears.
   • Remove a single suggestion from the list by clicking the Hide activity icon. The suggestion is removed from the Timeline list, but you can view it again by clicking the Hidden toggle at the top of the list.

Updated July 10, 2026 14:21