For those who have to track their billing and make sure they enter it so clients get invoiced and the firm gets paid. When/how do you enter it to make sure you maximize your billables but also maintain work flow and productivity?

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I enter it into the system as I do it & use the built in timers

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Yes, timers, go through emails again (which serves two purposes), and when I am travelling, notes.

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I keep a yellow note pad on hand where I jot down the times I start and stop an assignment and I formally bill in the system as I go for most assignments so most of my time is entered by the end of the day. I may review some billing at the end of the month to see if I missed an email or small time here and there for small assignments. I just write the name of case and that’s it unless I’m working on multiple assignments for one case then I’ll put a description on the notepad. I can go back to see what I spent time on or if I missed time on a day i do going back and review my yellow notepad. I had filled like 20-25 of them in the 2.75 years I’ve been employed at my job.

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this is exactly what I do. including emails

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I make notes as I go. We have Clio, so it is easy to attach a time entry to an email. I do not sign off for the day without having all of my time entered for that day. This is when I do my editing to ensure I’ve captured everything and nothing looks off.

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If I didn’t have timers tracking me real time I’d have 0 hours logged at end of day.

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F. Because I use timers but I still spend time trying to figure out what the heck I did through emails sent/received. I hate having to create narratives for the tasks I did. Any advice on that?

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At my firm because we are doing the same or similar tasks across cases and because it is ID and carriers use AI to be nit picky about how entries are worded otherwise they cut and write off our time, we have a cheat sheet for all of our common and typical entries so we can either copy and paste wholesale or just fill in the blank easily.

I jot down times and a short narrative in a word doc during the day. At the start of the next day, I clean up the narratives and total the time. I also check my outlook sent items to see if I missed anything. Then I enter it in the system before I start work for the day.

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I do something similar but keep it in an email draft and most often clean it up at the end of the work day. I keep my to do list at the bottom of the draft and update that before logging off too — it helps me check out for the day so I can stop thinking about work. And then I often use the the to do list to start the entries for the next day. I put the entries in the system once a week on a day when I’m in the office.

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I input all correspondence, emails, meetings, virtual court appearances etc into our billing program immediately after completed. Other tasks I ball park the time it takes me to complete but make sure that it is entered by the end of the day

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I do it as I go or keep a note in my phone if I’m out of the office and can’t get to it.

I leave any email I can’t, or don’t feel like billing for at the moment as unread until I get to it.

I’ll also input batch of entries for the same task at once. Example: if I get an email from someone requesting a document I’ll do the entries for the email, preparing the document, and sending my response as soon as I open the first email and go back and update the time on each after.

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I use a timer and bill simultaneously while I’m working.

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I always struggle to remember to put it in after each task and by the time I get to the end of the day I don’t want to spend more time at the office billing so most of the time I end up on weekends or at the end of the month going back through all my emails and calendar and entering time based on what I can remember/figure out what I did that day.

You’re creating more work for yourself. If you can’t do it contemporaneously take a break halfway through the day and input everything you did in the morning and again at the end of the day. The time you spend going through your work at the end of the month could be free time or time spent on other billable work.

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I use Clockify, download the xls, and import to Clio

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