Quill Integration - Time Recording

Quill Integration - Time Recording


Alert
This functionality is switched off by default, please let us know if you would like to use it

 


With the Quill time recording integration you can:

 

·      save time recording entries into Quill

·      update amended time recording entries into Quill



Setup (by Administrators)

You will need to ensure the time recording rates in Quill are the same as the time recording rates in Redbrick 

(Options -> Users and Groups -> [select user] -> Fee Rates)

Within each Matter Type there is the option to add a preferred default Subject and Note by adding text and/or tokens to the Time Posting Subject and Time Posting Notes fields:

 




Posting a Time Entry 

If you are time recording in Redbrick, on saving your time recording entry you will be shown a Quill login screen for you to enter your Quill user accounts details.  


Graphical user interface

Description automatically generated
 
Graphical user interface, application

Description automatically generated
  

  

You only be shown this login screen once a day on your initial time recording activity, you will then stay logged in for 18 hours.  

  

When you are logged into Quill you will then see the following Quill window popup for a few seconds and then disappear each time you are recording time against a Matter.  

Graphical user interface, text

Description automatically generated
  
Graphical user interface, text, application

Description automatically generated
 

 

Below shows a document added to Redbrick:  


Graphical user interface, text, application

Description automatically generated
  

  
The same document shows in Quill below.  You will see the Document Name, the Quill Attendance Code and the Units amount from Redbrick.

 

Table

Description automatically generated



InfoThe actual Time and Cost is calculated by Quill by the time recording rates set in Quill  



Adjusting a Time Entry

If the initial time recording of the Document is edited in Redbrick, for example updating the units to 5 units, it will display as 5 units in Redbrick against the Document:  

  Graphical user interface, application

Description automatically generated
  
Graphical user interface, text, application

Description automatically generated
 


In Quill you will see that the initial time recording will also be updated to now show 5 units:  


Graphical user interface, application

Description automatically generated




Additional Time Entry
  

When you add an additional time entry to the Documents in Redbrick, shown below as adding 1 unit, it will also be shown in Quill as a separate entry.   

Graphical user interface, application

Description automatically generated
  


You will see an entry with the same Document details and 1 unit.  

  
Table

Description automatically generated

  

  
Deleting a Time Entry

When you delete a time recording entry against a Document from Redbrick it will also delete that entry from Quill.  


A screenshot of a computer

AI-generated content may be incorrect.
 

 

Before deleting the time recording in Redbrick against the Document ‘Letter authorising Exchange’, it will show in Quill as:  

  
Table

Description automatically generated
  

  

When deleted you will see the entry removed from Quill:   


Table

Description automatically generated
  

  


    • Related Articles

    • Quill Integration - Initial Setup and Mapping for Administrators

      Prior to using Quill Integration please speak to your Redbrick Business Consultant as they will need to switch on the options for Quill Integration with Quill can be done in 4 ways:- To link clients and matters To push through Billing information To ...
    • Time Recording

      Time recording can be setup to pull through fee earners' or users' time recording rates on items such as letters, emails, attendance, preparation, etc. There is also a timer that can be run if, say, you want to record how long you are on a phone ...
    • Quill Integration - Billing and Linking Items

      Redbrick users with integration to Quill can post fees and disbursements directly from the Redbrick billing screen into Quill instead of duplicating your bill in Quill. This saves time spent duplicating data entry and help reduce errors. Setting Up ...
    • Quill Integration - Create and Link Matters

      With Quill matter integration you can: · Push new clients and matters through to Quill without the need for duplicating information · Link clients and matters to existing ones in Quill · View client and ledger information direct from Redbrick Matter ...
    • Quill Integration - Connect a New User - Administrator

      [This should be done by an Administrator at the firm] Go to Options in top left of Redbrick -> Users and Groups -> [select a user] -> Edit User On the left-hand panel of the window click on Accounts Tick “Enable Quill integration for this user” and ...