📱My New Documents (Mobile)

What You Can Do

• Review new documents added to your matters
• Toggle Viewed/Unviewed status for each document
• Add Time directly from a document entry
• Track review progress with Unviewed and Viewed counts
• Remove documents if needed

How It Works

• Select a document to review its contents
• Tap Viewed to mark the document as reviewed
• Tap Time to log billable time tied to that document
• Use the Unviewed / Viewed toggle at the top to filter your list

Best Practices

• Use this screen as your daily “triage” list for incoming records
• Mark documents as viewed as you go to maintain an accurate pipeline
• Add time immediately while context is fresh