Professional Services · Billing

Time Entry Reminder for Billable Professionals

Improve time entry compliance so bills are accurate and go out faster.

Apps this needs

Practice Management System Clio, MyCase, PracticePanther, Karbon or CCH Axcess — matter/client data, engagement & document status. Connect during setup
SMS Gateway Fallback text messages for reminders and links. Connect during setup

How it works

  1. Sends a reminder to professionals with incomplete time entry for the day/week, per the firm's internal policy, via the PMS timekeeping module.
  2. Flags matters with unusually low logged time relative to known activity for review.
  3. Confirms time entry catch-up ahead of the billing cycle, written to the PMS.
  4. Reports firm-wide time entry compliance to practice management.

Data sources

Practice management timekeeping data Billing cycle calendar

What it targets

  • Time entry completed before the billing cycle close Target 90%
  • Unbilled time captured before write-off decisions Target 15%