Goal & what you need
Goal
Improve billing clarity and reduce unsupported reconstruction, wrong-matter entries, vague narratives, unnecessary disclosure, code errors, duplicate time, and unauthorized billing treatment.
What you need
- Verified work performed and actual elapsed time or a trustworthy contemporaneous record
- Correct client, matter, date, and timekeeper
- Applicable fee agreement, client billing guidelines, and organization procedure
- Approved timekeeping system and required task or activity codes
- Authorized reviewer for unclear billing, no-charge, adjustment, or write-off treatment
Check your firm’s process. This lesson teaches a safe general workflow. Your firm’s software, folder names, naming rules, retention steps, and escalation contacts may differ. If you are unsure, stop and ask your supervisor.
Step-by-step preview
Members can open all 14 steps.
- 1Capture the actual time, work, interruptions, and result promptly when the task ends or pauses instead of waiting to reconstruct the entry from memory
- 2Confirm the client, matter, submatter or phase, work date, timekeeper, and source activity before drafting the narrative
Continue the full course
Open the complete SOP and every learning asset
Membership includes the checklist, common mistakes, video, podcast, infographic, flashcards, quiz, and complete source list.
Sources & references (9)
Preview two sources. Members can open the complete source list.