CaseLoad Coaching Session 12 – Time Recording & Billing

Webinars
30.09.2020

Hosted by:

Grant Yuill
Grant Yuill
Head of Marketing & Customer Engagement
Steven Hill
Steven Hill
Operations Director

Join Steven Hill, Legal Tech Expert, and Grant Yuill, Denovo's Head of Marketing, on Wednesday 30th September at 3:30pm as they show you how recording your time has never been simpler.

CaseLoad ensures accurate record of time spent on any client matter, whether it is in the form of a client meeting, telephone call, perusal of document precognition, a document produced, emails sent or received or any other chargeable activities.

Time Recording in CaseLoad will not only help you to calculate time spent on specific tasks or a whole project, it also makes the invoicing and billing process easy.

Regardless of how the solicitor bills clients, hourly or flat rates, the workflow is automated to track working hours, create invoices and generate reports.

Topics we will cover are as follows:

  • Customised Charge Categories to deliver what you want
  • Variable Work In Progress (WIP) limits per case
  • Visuals showing where you are within, approaching or exceeding limits (indicators for Interim billing)
  • Posting new time entries across Caseload
  • Running the timer to replicate live fee charging
  • Highlight where your time overlaps in timesheet views
  • Show branded Fee Notes and fee creation
  • Amending & Edit Fees
  • Emailing fees to client

Duration: 30 minutes

 

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