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What’s New in this Release
October 2019 Summary of Changes to Rules for existing clients The October 2019 OCG Live release makes it more possible than ever before to own your complianc...
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OCG Violations Report
With OCG Live™, billing managers no longer have to manage accounting manually, as they are provided with a report of specific violations, eliminating the nee...
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What are OCG Live™ Reports
OCG Live™ brings about accountability and allows your firm to understand how much money is at risk due to OCG violations and errors that haven’t been fixed. ...
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Creating and Managing Manual Tasks
There are often times when reviewing the OCG Violations or other Tasks that a need for an additional Task arises.  As an Administrator you can add a Task fro...
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Managing Billing Tasks
Depending upon the size of your firm and the number of people in your billing department, there may be a large list of Tasks to manage OCGs.  The Tasks that ...
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Working with Tasks
(Early Adopters ONLY) One of the most significant complexities to managing compliance is the number of “hands in the pot” with no defined owner. The new Live...
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Reviewing A Rule
The third step of rules creation is the Review section.  Here users can read a synopsis of the condition and action they set to verify that it aligns with wh...
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Creating Rule Action Limits
Action Limits are used to set restrictions on how and when an action executes.  These limits can be applied to any of the three action types.  An Admin may d...
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Creating Rule Actions
OCG Live Rule Actions is where the Action to be performed is defined.  Each Rule can create an Error, Warning or Information message, a Task or Send a Guidel...
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Creating Rule Conditions
Rule Conditions indicate the scenarios in which the rules will be triggered.  There are endless possibilities due to the ability to combine multiple Time Ent...
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Working with Rules
The volume and frequency of updates to OCGs have dramatically increased over recent years, making compliance often elusive for firms. We have designed OCG Li...
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Master and Timekeeper Summaries
A Master Summary is typically a summary of the whole guideline whereas a Timekeeper Summary contains the information that only applies to the timekeeper.  Th...
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Working with Guideline Summaries
OCGs apply to so many different personas within a law firm making it difficult to achieve compliance especially within a large firm.  We often see one extrem...
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Using Guideline Filters
Guideline Filters enable the OCG Administrator to define which client and matters to apply the associated rules with.  This provides the user with a very pow...
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Managing Guidelines
Law firms no longer have to struggle to manage guidelines that are dispersed across the firm. They can now ensure compliance management of the Guidelines by ...
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The Vision: OCG Actions Release
OCG Live™ helps attorneys know and comply with the guidelines, brings all other parties into the compliance process, initiates accountability into the proces...
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Attorney Time Reporting
Visibility and Accountability For Time Entries Over a Span of Time Timekeepers can review all of the timecards that they (or their assistants) have entered i...
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Working with Timers
Creating and Working with Timers Timers are a convenient tool for the contemporaneous timekeeper, and work well for attorneys who want to automatically recor...
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iTimeKeep Quick Start Guide
Getting started with iTimeKeep is quick and easy. Watch the video and follow along with this video and you’ll be up and running with iTimeKeep right away.
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iTimeKeep Settings
The new iTimeKeep Settings offers users more control on how they want to enter time. Settings are located at the bottom of your screen. Database The name of ...
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Forgot Your Password
If you forget your password, you can quickly reset it. A link will be sent that will allow you to reset your password. Select “Reset Password” From the main ...
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Logging In
The first time you login to iTimeKeep, you will need to provide your User ID and Password. You can click the “Remember me” option to save your login credenti...
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Installing iTimeKeep
IMPORTANT: iTimeKeep for iPhone requires iOS 8.2 and up or for Android OS 5.0 and up. Installing iTimeKeep on your iPhone/iPad     Go to the App St...
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Working with Multiple Timers
From the “My Timers” screen, you can create as many timers as you wish. Only one timer can be running at a time. You can stop the current running timer and s...
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Editing and Deleting Timers
To delete a timer, go to the “My Timers” screen. Choose the timer you want to delete. Tap and hold for three seconds. Touch “Delete,” and then touch “Yes.”
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Creating Timers
Timers work well for attorneys who want to automatically record how much time they spend on a specific task. Timers are turned off by default. If you want to...
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Submitting Your Time
New timecards are created as un-submitted timecards. You can identify them by the blue dot. Un-submitted timecards will stay in that status until you submit ...
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Using Filters
On the left side of your screen, you can filter your timecards by time period, submitted time entries, un-submitted time entries or matter.
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Submitted Timecards
When you login to iTimeKeep, you will land on the “My Matters Dashboard.” Here you will see both un-submitted timecards and the timecards that you already su...
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Draft Timecards
When you login to iTimeKeep, you will land on the “My Matters Dashboard.” Here you will see both un-submitted timecards and the timecards that you already su...
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Dictation Guide for SIRI
Below is a visual guide to the current dictation shortcuts in Siri. If you’ve used any sort of voice recognition software before a lot of these will be famil...
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Dictate Your Time Using SIRI
Dictation is the new typing. If you have an iPad 3 and 4th Gen, iPhone 4S or iPhone 5, you can use Siri voie-to-text to dictate your work descript...