Time entry review
Time entries checked against client guidelines
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the time entries and the client guidelines
Reviews each timekeeper's entries against the client's billing guidelines and the firm's standards for narratives
Applies the rules and drafts the corrections
Flags the block entries, the vague narratives and the tasks the client does not pay for, and drafts the fix
Drafts the pre-bill report
Reports unbilled time and the entries waiting on a fix before the bill goes out
Works in
NetSuite, Box, MS Teams
NetSuite, Box, MS TeamsWhat it does
- Reviews each timekeeper's entries against the client's billing guidelines and the firm's standards for narratives
- Flags the block entries, the vague narratives and the tasks the client does not pay for, and drafts the fix
- Reports unbilled time and the entries waiting on a fix before the bill goes out
Connects to
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