Generate a daily timesheet that auto-populates each attorney's billable and non-billable tasks using encrypted client-matter codes and UTBMS phases pulled from the firm’s billing system while redacting privileged matter descriptions for internal review

Generate generate a daily timesheet that auto-populates each attorney's billable and non-billable tasks using encrypted client-matter codes and utbms phases pulled from the firm’s billing system while redacting privileged matter descriptions for internal review for Legal Services industry

Legal Services

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Allowed: CSV, XML, XLSX, JSON

Max size: 50MB

Upload encrypted client-matter data, UTBMS phase codes, and time-entry records exported from your firm's billing system (i.e., Elite 3E, Aderant, or Tabs3)
Select which attorney(s) should have timesheets auto-generated for the target date(s)
Provide the relationship between encrypted matter IDs and client names for timesheet presentation, using format: [EncryptedID] | [ClientName] | [MatterCode] | [Status]
Specify which client matter descriptions should be redacted for internal review based on privilege status and internal policy
Define how strictly to enforce Uniform Task-Based Management System phase, task, and activity code validation
Determine how automated system should classify ambiguous time entries between billable client work and non-billable activities
Specify minimum billable hours, rounding increments, and adjustment rules for daily timesheet generation
Select who will receive the generated timesheet for final review and approval before client billing
List firm-specific compliance checks and quality standards that must be applied to auto-generated entries
Specify the date range for timesheet generation and whether to generate rolling daily, weekly, or monthly views