Editing Global Properties

Global Properties are designed to transform Clarra to your specific needs. They have a significant impact on how Clarra is used, and what it can be used for. This customizability makes Clarra uniquely versatile, a dynamic platform that can be tailored for different law firm practices or even other industries such as legal support, consulting, engineering, entertainment, and insurance.

There are two ways to customize Global Properties:

• Renaming lets you change the name of the Global Property. When you rename a Global Property, it is renamed everywhere it is displayed in Clarra.
• Configuring Global Properties allows you to customize specific functionalities of the Global Property. You can configure Regional Formatting and Timekeeping.

There are several Properties in the Global Properties tab (including a System Property — Tags), and here we’ll break down how each can be customized.

Client

You can rename the term “Client”, which will then appear differently across Clarra. “Client” mainly appears in Matters and Accounting.

To rename Client across Clarra:

• Click on your Profile Icon and select “Properties” in the dropdown menu
• Go to the “Global” tab
• Select the three dots to the right of “Client”
• Press “Rename”
• Write the new term, “Case”, in “Change To”
• Press “Save”

You can also disable the top-level Client filter, which is enabled by default. The top-level Client filter makes it so that Users will only see data related to selected Clients across Clarra. Disabling the feature makes it so that all data will be visible without Client-based filtering.

To disable the top-level Client filter:

• Click on your Profile Icon and select “Properties” in the dropdown menu
• Go to the “Global” tab
• Select the three dots to the right of “Client”
• Press “Rename”
• Click “Disable the top-level Client filter for all users in my organization”
• Press “Save”

To enable the top-level Client filter, follow the same steps listed above but click “Enable” instead of “Disable”.

Matters

Matters can be renamed in Clarra to the term of your choice. Your firm may prefer to use the term “Case” or “Project” instead of “Matter”, and can make an adjustment accordingly.

To rename Matters across Clarra:

• Click on your Profile Icon and select “Properties” in the dropdown menu
• Go to the “Global” tab
• Select the three dots to the right of “Matter”
• Press “Rename”
• Write the new term, “Case”, in “Change To”
• Press “Save”

In addition to “Case” and “Project”, Clarra’s non-law firm clients rename "Matter" to "Claim", "File", and "Submission".

Plaintiff

Plaintiff can be renamed as well, following the same steps as Matters. You can also change the icon to one of ten built-in options to better match the new term.

To rename Plaintiffs across Clarra:

• Click on your Profile Icon and select “Properties” in the dropdown menu
• Go to the “Global” tab
• Select the three dots to the right of “Plaintiff”
• Press “Rename”
• Write the new term in “Change To”
• Select your preferred Icon Design
• Press “Save”

Profile Form

As with Matters and Plaintiffs, you can rename Profile Form.

To rename Profile Form across Clarra:

• Click on your Profile Icon and select “Properties” in the dropdown menu
• Go to the “Global” tab
• Select the three dots to the right of “Profile Form”
• Press “Rename”
• Write the new term in “Change To”
• Press “Save”

Regional Formatting

Regional Formatting is one of the Global Properties you can customize in greater detail, configuring dates, numbers, and currency across the entire application in just a few clicks to match your company’s standards. This makes Clarra a breeze to use regardless of your company’s location.

To configure Regional Formatting across Clarra:

• Click on your Profile Icon and select “Properties” in the dropdown menu
• Go to the “Global” tab
• Select the three dots to the right of “Regional Formatting”
• Press “Configure”
• Select your company’s preferred date format
• Select your company’s preferred number format
• Select your company’s preferred currency symbol
• Select your company’s preferred currency format
• Press “Save”

Revenue

Revenue is another Global Property that can be renamed, to whichever term your firm prefers, such as “Income”.

To rename Revenue across Clarra:

• Click on your Profile Icon and select “Properties” in the dropdown menu
• Go to the “Global” tab
• Select the three dots to the right of “Revenue”
• Press “Rename”
• Write the new term in “Change To”
• Press “Save”

Tags

Even though Tags are a System Property, their presence across multiple sections within Clarra  makes them a good fit to include on the Global Property page. The term “Tags” cannot be renamed, but the dropdown options you choose from when selecting a Tag can be customized.

To add a custom Tag:

• Click on your Profile Icon and select “Properties” in the dropdown menu
• Go to the “Global” tab
• Select the three dots to the right of “Tag”
• Press “Edit”
• Click “+ Add Option”
• Write the new Tag in “Enter Value”
• Scroll down and press “Save”

To edit an existing Tag:

• Click on your Profile Icon and select “Properties” in the dropdown menu
• Go to the “Global” tab
• Select the three dots to the right of “Tag”
• Press “Edit”
• Select the text of the Tag you wish to change
• Write the name of the new Tag
• Scroll down and click “Save”

To delete a Tag:

• Click on your Profile Icon and select “Properties” in the dropdown menu
• Go to the “Global” tab
• Select the three dots to the right of “Tag”
• Press “Edit”
• Press the trash can icon to the right of the Tag you wish to delete
• Scroll down and click “Save”

Timekeeping

Timekeeping is another Global Property that can be configured beyond renaming. For companies that wish to use the Timekeeping feature, it can be further customized to meet their specific needs. For companies that choose to disable Time Tracking, the Timekeeping page can be configured to serve a different purpose, such as keeping notes or recording actions chronologically.

Configuring Timekeeping with Time Tracking Enabled

With Time Tracking enabled, you can customize several features, allowing you to:

• Rename Timekeeping
  • Changing the name doesn’t change its functionality, so you can use whichever term you prefer
• Choose whether or not to allow Zero Duration Timeslips
  • Not allowing Zero Duration Timeslips can function as a failsafe for timeslips accidentally submitted without logged hours
• Customize Billing Increments
  • The default Billing Increment is 6 minutes, or .1 hours. This can be customized to any value your company prefers, and impacts how logged time is rounded up when using the timer feature.

To rename Timekeeping across Clarra:

• Click on your Profile Icon and select “Properties” in the dropdown menu
• Go to the “Global” tab
• Select the three dots to the right of “Timekeeping”
• Press “Configure”
• Write the new term in “Change To”
• Press “Save”

To choose whether or not to allow your users to save Timeslips with Zero Duration:

• Click on your Profile Icon and select “Properties” in the dropdown menu
• Go to the “Global” tab
• Select the three dots to the right of “Timekeeping”
• Press “Configure”
• Choose “Allow” or “Allow after user confirmation” or “Do not allow” from the dropdown menu under “Zero Duration Timeslip”
• Press “Save”

To adjust the Billing Increment:

• Click on your Profile Icon and select “Properties” in the dropdown menu
• Go to the “Global” tab
• Select the three dots to the right of “Timekeeping”
• Press “Configure”
• Scroll down to “Billing Increment”
• Enter your preferred increment into “Minutes”
  • Companies that bill by every 6 minutes would leave the default value
  • Companies that bill by every 15 minutes would enter 15 into Minutes
  • Companies that bill by every 30 minutes would enter 30 into Minutes
  • Companies that bill by the hour would enter 60 into Minutes
  • Companies that bill by the day would enter 1440 into Minute

Configuring Timekeeping with Time Tracking Disabled:

With Time Tracking disabled, you can adjust how Timekeeping appears to better fit your new use of the feature. You can:

• Rename Timekeeping
  • Some users turn Timekeeping into “Notes” to have a centralized note database within Clarra
  • Others turn Timekeeping into an “Activity Log” to record actions in a chronological sequence, without tracking how long each activity takes
• Choose a Custom Icon Design after Disabling Time Tracking
  • You can select a new icon that aligns with the new functionality of the renamed feature

To rename Timekeeping across Clarra:

• Click on your Profile Icon and select “Properties” in the dropdown menu
• Go to the “Global” tab
• Select the three dots to the right of “Timekeeping”
• Press “Configure”
• Write the new term, such as “Notes”, in “Change To”
• Press “Save”

To disable Time Tracking Capabilities:

• Click on your Profile Icon and select “Properties” in the dropdown menu
• Go to the “Global” tab
• Select the three dots to the right of “Timekeeping”
• Press “Configure”
• Choose “Disable” from the dropdown menu under “Time Tracking Capability”
• Select your preferred Icon Design
• Press “Save”

It’s important to know that whether you choose to enable or disable Time Tracking, Activity Codes and Task Codes can be customized to fit your use of the Timekeeping feature.

• With Time Tracking enabled, Activity Codes describe the specific actions taken and work being done, and Task Codes classify the activity. 
• With Time Tracking disabled, Activity Codes and Task Codes can still be customized to categorize the information being recorded, helping you effectively organize the new Notes or Activity Logs you’ve created.

Learn more about customizing Activity and Task Codes in Customizing Key Properties.