An activity code shortcut allows you to type an activity code in any description, memo, explanation, or other field that has free form text. That text will then expand to a phrase you would like to insert in the field. For example, entering "oc" might insert the text "opposing counsel".

Activity code shortcuts are controlled by each individual user, so each lawyer must have the setting enabled on their own profile.

Enabling Text Expansion for a User

Expansion is a personal preference, not a firm setting.

To enable it:

1. Click your profile icon in the top-right corner of the page.
2. Click the Preferences tab.
3. Toggle the following options on:
   • Include activity code in entry description
   • Auto expand activity codes
4. Click Save to save your changes.

Creating the Activity Codes (Admin)

The codes themselves are created centrally by an administrator.

To create the codes:

1. In Legal Accounting, go to Admin > Rates/Codes > Activity Codes.

2. Click Add (at the bottom of the list). A page appears where you can set up the code. 

   Note: You can also select an existing code to edit it.

3. In the Name field, enter the shortened code you want to type (e.g., off for office supplies)
4. In the Description field, enter the full text (e.g., Office supplies).
5. Specify where you want the code to appear (which types of entries ):
   • Use for time entries 
   • Use for expense entries
6. Click Save to save the new activity code.

Tip: To keep a code from expanding as you type, hold the Shift key and press the spacebar after entering the code.

Updated October 02, 2026 17:39