Time Tracking
Time Tracking Basics
Each tracked unit of time is called a timer
Timers can either be associated with
Client Work
Firm Work
Timers can also be associated with a workstream
A workstream refers to a type of work, like Admin, Payroll, or Closing work
If you start a timer in a client's close, you can choose that close as the workstream
You can also mark timers as Billable or not billable and leave additional notes
Enabling Time Tracking
Time tracking is only available on Keeper Premium
To enable Time Tracking:
Go to Practice Settings (⚙️ icon)
Click Time Tracking
Check the box that says Enable Time Tracking
Additional time tracking settings
Enable timer notifications
Restrict timer edits by standard users
Enable timer log locking
Starting a Timer
Users can start timers from any page and choose whether the timer is for Client Work or Firm Work.
The Start Timer feature sits at the top right of your screen. Once time tracking is enabled, all users will see the Start Timer button as well as the hourglass icon to the right, where they can view historical timers at a glance.
If you are in a client's close, your timer will automatically pre-fill with that client's values.
Stopping a Timer
You can stop a timer at the top of your screen by selecting the square End Timer icon.
Time Reporting
From the Client List, you can see a list of all timers across your firm by clicking the Timers tab.
From here, you can edit or delete any timers you have created, or add new Timers for time not originally tracked through Keeper.
User Permissions
Admin users can view, edit, and delete all timers for all users
Standard users can only see and edit their own timers
Manager users can view and edit their own timers. They can also view all timers for users assigned clients they have access to.
All users can add their own timers under the Time Tracking tab
Users cannot create timers for other users.
The Changed Column
The options you'll see in this column are:
Added - the timer was manually added on this page
Edited - the timer was tracked through Keeper, but the start or end time were edited
No - the timer was tracked through Keeper and the total time has not been edited
Your Timers
If you need to quickly access your timers, you can click the hourglass (⏳ icon) to see them. This can be great for updating a timer you just finished, e.g., to adjust the Start Time or to add more information to the Timer's notes.
Editing your Time
Click into any cell on the table to update the information as needed.
If you are a standard user and are unable to edit your timers, reach out to an admin on your team to confirm if editing is restricted under the current Practice Settings.
Adding Time
Users can add time by navigating to the Timers tab and selecting Add Timer under All Timers.
Timer Notifications
If you want your team to track all the time they spend on clients in Keeper, Time Tracker Notifications is the feature for you.
If this setting is enabled,
All users will get a prompt to start a timer any time they go to a client's close
All users will also get a notification prompting them to switch timers if they go to a client that's different from their current time tracker
You can enable this setting from your Time Tracking settings page under Practice Settings.
Going to a client's close page 👇
Switching between clients 👇
More on Reporting 👉 Time Tracking Reporting