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Time Entry Checklist

Preparing for Time Entry

Review the client/matter details and ensure accuracy

Verify the time entry deadlines and any special requirements

Capturing Time

Determine the appropriate timekeeping system to use (electronic or paper)

Accurately record the date and time for each task performed

Specify the client/matter for which the time is being recorded

Document a detailed description of the work performed

Indicate the time spent on each task in increments (e.g., 0.1 hours)

Note any specific activities or expenses that need to be billed separately

Reviewing and Editing Time Entries

Double-check the accuracy and completeness of each time entry

Ensure adherence to the firm's billing guidelines and policies

Review for consistency and coherence in the descriptions provided

Verify that all necessary approvals have been obtained if required

Edit any errors or omissions promptly and appropriately

Allocating Time Entries

Allocate time entries to the correct client/matter or project code

Consider any applicable billing arrangements or alternative fee agreements

Distribute time entries across different tasks or phases if necessary

Seek guidance from supervisors or partners for unclear or ambiguous allocations

Approving Time Entries

Submit time entries for review and approval by a supervisor or partner

Follow any internal time approval processes or protocols in place

Ensure all supporting documents or attachments are included if required

Address any feedback or questions received during the approval process

Finalizing Time Entries

Confirm that all time entries have been accurately recorded and approved

Update any necessary billing codes or references for invoicing purposes

Cross-reference time entries with any additional documentation or records

Save or submit the finalized time entries as per the firm's guidelines

Reporting and Analytics

Generate reports on time entries for analysis and reporting purposes

Analyze time data to identify trends, patterns, and potential issues

Assess the productivity and profitability of different client matters or tasks

Share relevant insights or recommendations with appropriate stakeholders

Compliance and Audit

Ensure compliance with all relevant regulatory and ethical guidelines

Retain time entry records as per the firm's document retention policies

Prepare for potential audits or inquiries related to timekeeping practices

Address any discrepancies or irregularities promptly and appropriately

Note: This checklist serves as a general guideline and may require customization based on the specific requirements and practices of individual law firms.

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