The fee earner can record time on any Matter, draft, edit and save time records using their mobile device.
To access the case:
Launch DPS Mobile.
Tip: Recently used matters and the Search option are available.Tap in the Search field and type the text e.g. mouse.
βNote: The search results will show automatically, matching matters to the search criteria you type. The address field and reference are also searched e.g. the first part of the address 11 Goldings Drive.Swipe left on any matter to see the History, Private Time and Dictation buttons.
History
History will allow you to view the file history of a matter, see matter balances and preview documents. To record time on the case, swipe left and tap on History. The default view is the File history, denoted by the highlighted File button (bottom left).
Swipe left and tap on Email.
Select a Review Date, Note and Message.
βTip: The microphone symbol can be used instead of typing the Review Note or Message. The message text will show in the email.Select the Arrow to add recipients.
Include existing contacts as required.
Tap on Send (symbol top right).
MLS
MLS will need to be configured on your system before using this option.
Swipe left and tap on MLS.
Select details and Send.
More
Swipe left and tap on More.
The document name and Note will show.
Tap Cancel to return to the File History screen.
Tap on any item to show a preview.
Tap on Cancel to return to the File History screen.
Balances
Swipe left and tap on History.
Tap on Balances.
