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Time & money

Time tracking

Recorded time that goes through review before it reaches a client's invoice.

Time is the raw material of both the invoice and the performance figure, which is why it is reviewed rather than trusted. Entries are submitted, approved by the right person, or returned with a reason that stays on the record.

Because approval scope follows the reporting line, a manager reviews their own direct reports rather than the whole firm, the same narrowing the time entry list already applies.

Recording

  • Activity type, duration, narrative and the matter or consultation it belongs to
  • Billable and non-billable entries kept apart

Review

  • Submit, approve, reject and return-with-note as distinct states
  • Return notes recorded, so the compliance trail says why the status changed
  • Approval scope narrowed to the approver's direct reports

What it feeds

  • Invoice line items, without re-keying
  • Utilisation and matter profitability in analytics

See time tracking working on your own files.