Keep business owners' matters billed for outbound calls

Business owners miss billable outbound call time when calls aren't logged, causing billing gaps. This workflow logs outbound calls as matter time entries so billing captures billed time for invoices.

Overview

Missed outbound call minutes create billing gaps and expose finance to invoice disputes. This workflow turns every outbound call into a matter-linked time entry, eliminating manual logging and reducing missed billable time. Finance leaders get cleaner audit trails and faster invoice readiness.

Notable Features

Create matter-linked time entries
Filter only outbound calls
Attach call notes to entries