Open the matter
Record client, matter, engagement edition, responsible role and billing period.
Workflow blueprint
Legal time and billing software should preserve matter authority
A page-specific review aid, not a universal product or compliance claim.
Keep matter, time, rate source, reviewer, invoice edition, correction and client question in a reviewable chain.
TL;DR — Keep matter, time, rate source, reviewer, invoice edition, correction and client question in a reviewable chain.
Capture time
Keep narrative, rate source, activity, reviewer and correction relationship together.
Review the bill
Separate draft, approval, delivery, question, credit and payment response.
Close the loop
Record client communication, unresolved fee question and accountable owner.
Page-specific decision aid
Matter billing review ledger
A matter ledger linking authority, time entry, rate source, narrative, review, invoice edition, correction and client response.
- ✓Matter authority is explicit
- ✓Corrections do not erase original time
- ✓Client questions remain attached
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.
- ✓Matter and engagement identity
- ✓Time and rate source
- ✓Review and invoice version
- ✓Client response and exception owner
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
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