what is the easiest way for a lawyer to keep track of his time

by Prof. Stanton Rolfson I 3 min read

Full Answer

How do lawyers track their time?

A common habit among lawyers involves trying to recreate their time tracking by reviewing calendar and email communications at the end of the week or month. This becomes difficult when trying to remember how much time went into a particular task, or exactly what was discussed during a call.

How do you keep track of your time on a case?

You get the idea. Using the sticky note method to keep track of your time simply means one more sticky note on the file where everyone working on the case can track his or her time. When the sticky note is full, write the client’s name on it, and put it on the desk of whoever is responsible for invoicing.

What is the best time tracking software for attorneys?

A few of these programs, such as Amicus Attorney , Clio, and Casefox are designed specifically for attorneys and include many other features, such as calendaring, billing, document management, and phone call and message logging. If your office uses case management software, look to see if it includes time tracking, and if it does, learn to use it!

Why automate lawyer time tracking with legal technology?

By automating and simplifying lawyer time tracking with legal technology, firms can save time, improve tracking and billing accuracy, and increase productivity by revealing day-to-day inefficiencies in their processes.

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Paper

There is nothing wrong with paper. In fact, paper has a lot of advantages when it comes to tracking time. Just keep a cheap notebook or a stack of index cards with you at all times, and write down what you were doing and how much time you spend doing it.

Spreadsheet

Spreadsheets are pretty ideal for timekeeping, and with Google Docs, iWork, and Office cloud apps, they are quite portable. In fact, with Google Docs, you can even have multiple people billing time on the same spreadsheet at the same time.

Passive Tracking Software

Timekeeping is tedious. There are ways to take shortcuts and bill more accurately, though. Chrometa, for example, tracks what you are doing on your computer, tablet, and phone (you can also add time manually) and assemble timesheets or export your time to FreshBooks, QuickBooks, Clio, and Xero.

Timekeeping Software

There are plenty of software packages that include a timekeeping component. I have mostly used Freshbooks, but all practice management software has timekeeping functions, and so do many accounting packages. The nice thing about using timekeeping software is that your invoices are basically assembled as you go.

What happens if a case doesn't have another scheduled entry?

Jett Hanna recommends that if a case doesn’t have another scheduled entry in it, it should be closed: “Every file should have at least one schedule entry. If it doesn’t, it should be closed and the client should be told that the attorney will not be doing any further work on the matter.

Can you reward yourself for achieving a micro goal?

You can micro-reward yourself each time you achieve a micro-goal. There are apps that will block your biggest time-sink or distracting websites, and other sites that require you to put down money, which, if you don’t achieve your goal in time, will be sent to an organization that you find offensive.

Can you keep track of all appointments?

There is no way you can keep track of all your appointments and deadlines unless it’s all in one place.”. The ABA’s Desk Guide insists that key points from your personal calendar — particularly deadlines for cases — be shared office-wide in a master calendar, with a clear record of who made each entry.

Can you make an accurate assessment of how far back you’ll need to start to make everything happen?

Without dividing your projects into their smallest parts, you can’t make an accurate assessment of how far back you’ll need to start to make everything happen. For Filevine users, building out a custom Taskflow that emphasizes the importance of calendaring events and deadlines properly can be a God-send.

The challenges of spreadsheets

In the past, firms relied on paper files and spreadsheets. And when spreadsheets were the best technology available, they made sense to use. But as expectations in today’s tech-centric world have changed, spreadsheets have become cumbersome.

The advantages of software

Basically, the expectations of clients and the demands of increasingly location-independent workflows have created a need for firms to use cloud-based software.

How to keep track of time?

You get the idea. Using the sticky note method to keep track of your time simply means one more sticky note on the file where everyone working on the case can track his or her time. When the sticky note is full, write the client’s name on it, and put it on the desk of whoever is responsible for invoicing.

How to keep track of billable hours?

Each time you complete a task, write it down. It doesn’t matter if you write it on a time sheet, a sticky note, or a scrap of paper, as long as you write it down.

Do paralegals have to keep track of their hours?

As a paralegal, when you are working billable hours, you are making money for your firm, and employers love employees who make them money. So, even if your boss does not require you to keep track of your billable hours, or bill those hours to clients, you may want to track them anyway, just to make sure he or she knows how much money you make ...

Do you need to record your time on an invoice?

No matter what method your firm uses to create and send invoices, your time will need to be recorded somewhere so that either you or the person in charge of billing can enter it into the correct place in the billing software or manually enter it on the proper invoice. You will need to keep track of your hours in a way that makes sense, therefore, when someone attempts to translate it into a bill. You also want to minimize the amount of time you spend tracking billable hours.

Can an attorney bill a client for copying a document?

An attorney would not bill a client for his or her time making copies, as that is an administrative task and does not require legal training or knowledge. However, drafting pleadings or conducting legal research generally does require legal training and/or knowledge, and can be considered billable activities.

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