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Time Management Software

Here's just a few of the ways our time management software helps manage your time:

  • Easy to use time entry screens. You can enter time after the fact, or with slip timers.
  • Record your time entries directly from our integrated appointment calendar saving needless re-typing of explanations and start/end times.
  • Save time and effort with convenient and comprehensive pre-billing reports - see the following graphical examples. The prebilling report summarizes all the key information you need in one convenient location.
  • Summarize time by engagement and task. Print reports that compare budget to actual hours.
  • Print realization reports by staff, client and service that show which areas you firm is most profitable.
  • Prepare recurring bills using our template features that let you generate monthly service bills at the click of a button, or prepare comprehensive bills with the aid of a pre-established template.
  • Manage tasks and important tax or other deadlines with our integrated and comprehensive due date monitor software.

Pre-Billing Reports, Summary Report

The report shown below summarizes outstanding work in progress (unbilled time and expenses) by client in a convenient aged format. The Wip Allowance represents any progress bills that have been sent out against uncleared time.

work in progress summary

Pre-Billing Report - Detail Report

This comprehensive detail pre-billing report shows unbilled time sorted in a variety of formats. Also shown is the billing history, year to date realization information and total account balance information. The bottom of the shown shows any unbilled expenses and an aging of the work in progress.

prebilling report
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