Finance · Live demo
Unbilled time and WIP chaser for partners
Reminds partners about unbilled time and pre-bills before each billing run, nudges timekeepers for missing time, and records the partner's decisions.
Talk to Nina at Bramblegate Law Group
Bramblegate Law Group is made up. Nina is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
Unbilled time piles up on busy matters, and pre-bills sit unapproved until the day before the billing run. Finance spends the last week of every month chasing partners by email, and cash arrives a month later than it should.
How it works
- Reads unbilled time and pre-bill status from the billing system each week
- Calls or messages each partner with a short summary before the approval cut-off
- Flags time older than 60 days and timekeepers with missing days
- Records a partner's approval in the billing system when they give it
- Sends hold and write-down requests to the managing partner, and never writes off time itself
- Sends the finance director a Friday summary by partner
What it connects to
- AgentHi Andrew, it's Nina with your billing check before Thursday's cut-off. You have $184,300 of unbilled time across three matters, and $112,400 of it is on the Aldermoor Brands sale, now 74 days old.
- Andrew (corporate partner)Aldermoor is waiting on the closing. Can we hold it one more month?
- AgentHolding it past 90 days needs Helen's sign-off, so I'll send her your request with the matter details. Also, Mei Sato has no time recorded on Aldermoor for last Thursday or Friday. Shall I remind her?
- Andrew (corporate partner)Yes please. And approve the Pellham pre-bill as it is.
- AgentDone. I've recorded your approval of the Pellham pre-bill for $38,650 and reminded Mei. Ray's team will send that invoice on the first business day of the month.
Illustrative conversation. Names, numbers and details are made up.
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