For law firms: Capture review time when documents arrive
For law firms: Capture review time when documents arrive
Attorneys miss reviewable client documents in inboxes, causing unbilled time and billing gaps. Create review time entries when documents arrive so billing captures work and matters invoice correctly.
Overview
Missed review time leads to unbilled work and billing gaps that erode firm cash flow and create partner reconciliation headaches. This workflow logs review time and attaches client documents to matters so billing records reflect actual work and manual recall errors disappear.
Notable Features
- Create review time entries automatically
- Attach documents to matter record
- Notify billing and responsible attorney