Time and billing

Every hour valued on the day it was worked

Time is recorded as the work happens and valued at once from the right rate, disbursements post to the books as they are paid, and every matter knows how it is charged.

The week grid, with each day's entries valued as they are saved.

Who uses it

What each person does with it

Associate: Runs a timer or fills the week grid, with narratives offered for each activity and the entry valued as it is saved.
Partner: Approves time recorded late, sees the team against target and the unbilled work on each matter, and sets how the matter is charged.
Accountant: Records disbursements from office, client or petty cash, runs expense claims and the petty cash float, and sees each post to the books in the same step.

What it does

Time and billing, in detail

Marked as in the product today or still being built.

Rates that stay right
In the product
Rate cards for the firm, the fee earner, the client and the matter, changing from a day, resolved for the work date and never for today.
Timers and the week grid
In the product
Rounded to the firm's increment, refused past a day's hours or in the future, with late work approved by the partner.
Disbursements
In the product
From office, client funds or petty cash, each posted to the books at once; client money refused past the matter's balance.
Expense claims and petty cash
In the product
Claims decided by a partner who is not the claimant, and petty cash floats with vouchers, top ups and counts.
Tax at the tax point
In the product
VAT and the levies computed per line on the right base with agency disbursements outside it, from rates the firm keeps.
Billing arrangements
In the product
Hourly, fixed fee, fixed fee by milestone, retainer and the firm's own scale fee tables, one arrangement in force per matter per day.
Pre-bills, bills and credit notes
Coming
The partner's review of the draft, the bill itself, credit notes and write offs.
Online payment
Coming
Mobile money and card payment of a bill by the client.