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.
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, sets how the matter is charged and approves its bills.
- 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 productRate cards for the firm, the fee earner, the client and the matter, changing from a day and resolved for the work date, discounts with their reasons, and a yearly rate review that gives clients the notice their terms promise.
Timers and the week grid
In the productRounded 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 productFrom 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 productClaims 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 productVAT and the levies computed per line on the right base with agency disbursements outside it, from rates the firm keeps.
Billing arrangements
In the productHourly, 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
In the productEach line of the draft kept, changed or written off with its reason, approval by the firm's threshold, a numbered bill that nothing edits, credit notes at the original tax point and bad debt written off.
Fee notes and split bills
In the productA pre-bill sent to the client as a fee note to agree before it issues, and a matter's bills split between an insurer, an employer, co-owners and the client, each payer with its own share, cap and bill.
Collections that keep going
In the productA worklist of what clients owe, reminders on the ladder each client is on, held or stopped clients, promises to pay and disputes settled, and referrals to collection decided by a partner.
Help centre
How it works in practice
The guides a firm's people use, open to anyone deciding whether it fits.
- Record timeRun a timer, use quick entry or fill the week grid, with each entry rounded, valued at once and checked against the rules the firm sets.
- Rates and how an hour is valuedThe firm's rate cards, the order the system looks for a rate in, discounts and rates below the standard, work charged per unit, cost rates and the yearly rate review.
- Record a disbursementRecord what was paid out on a matter from office money, client money or petty cash; petty cash posts in the same step, office and client money once the payment voucher is approved and paid.
- Billing arrangementsSet how a matter is charged, hourly, fixed fee, fixed fee by milestone, retainer or scale fee, with one arrangement in force on any day.
- Prepare and post a billGather a matter's unbilled time and disbursements on a pre-bill, adjust each line with a reason, have it approved and post it as a numbered bill.
- Bill many matters at onceStart pre-bills for many matters in one batch, chosen by client, partner, practice area, arrangement or unbilled work, then submit, approve and post them together.
- Bills and credit notesRead a posted bill, send it to the client, record the Revenue Authority's reference and correct it with a credit note.
- Send a bill to the client for reviewSend a pre-bill to the client as a fee note before it becomes a bill, record what the client says, revise it and issue the bill when it is agreed.
- Share a matter's bills among payersSplit a matter's bills between an insurer, an employer, co-owners and the client, with shares, caps and each payer's own bill.
- Collections and remindersChase what clients owe from the worklist, send reminders on the ladder each client is on, hold or stop a client, settle promises and disputes, decide referrals, and see what reminders bring in.
See it against your own matters
A 45 minute walkthrough using your own matters. No commitment, and nothing to install to watch it.