Workflow blueprint

Law firm time tracking software should preserve how an activity became a time entry

An activity review trail, not proof of work, matter authority, billability, fee reasonableness, privilege protection or payroll time.

Capture work context close to the event, bind it to matter and task claims, retain timer transformations and preserve reviewer changes.

TL;DR — Capture work context close to the event, bind it to matter and task claims, retain timer transformations and preserve reviewer changes.
1

Anchor the activity source

Reference calendar, communication, document or user note without copying restricted substance into the timeline.

2

Form the time proposal

Record worker, matter claim, task, start and stop clocks, duration rule, narrative and rate context.

3

Resolve overlaps and omissions

Flag simultaneous timers, abandoned sessions, rounded entries, transfers, duplicates and late reconstruction.

4

Hand the entry to prebill review

Sequence author confirmation, narrative change, write-down proposal, approval response and invoice reference.

Page-specific decision aid

An activity source, user, matter claim, task, timer event, narrative edition, overlap, correction, reviewer response and prebill handoff trail

The trail combines a calendar appointment, document edit and two overlapping timers without treating any as proof of billable work. A late matter transfer preserves the first reference and travels to prebill review as an explicit change.

  • A running timer is not proof of work.
  • A calendar event is not fee authority.
  • A reviewed narrative is not privilege certification.
Scope first

What Codeblix would confirm before implementation

This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.

  • Raw timer events survive summarisation
  • Matter transfers show both references
  • Restricted narrative access is logged
  • Identity activity truth authority billability privilege fee payroll and invoice approval excluded

Use the related planning tools

Run the operational calculation, save the result in the URL and share it with your team.

Map this workflow to your operation

Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.

Discuss your workflow