Time Records and Invoice Drafts

Why Time and Invoice Review Matters

Planning an engagement and recording the work actually performed are different activities. Treating task estimates as time entries obscures the basis for a later billing discussion.

Lawyers and authorized financial reviewers need to inspect the Matter, recorded time and current rate policy before preparing a draft. A draft should remain distinguishable from an invoice issued to a client.

The time workflow records manual actual time and supports separately reviewed internal invoice drafts where configured. It keeps the draft and export process separate from invoice delivery, charging and subscription billing.

How It Works

Record actual time deliberately

Use the permitted time-entry workflow for the named Matter. Native task estimates and planning moves do not automatically create actual time or billable records.

Inspect the rate policy

Authorized staff can maintain the relevant rate policy and review its recorded currency and basis. A task estimate alone does not determine the amount to charge.

Prepare and review an internal draft

Prepare the permitted invoice draft from eligible records and use the separate review controls. Inspect its current scope and the recorded time before a reviewer acts.

Export within the internal boundary

Use the permitted internal export and inspect the result. Issuing, delivering or charging an invoice requires the firm’s separately authorized process; inactive subscription billing is a distinct scope.

The Difference

Without reviewed time and rate records

With recorded time and invoice review

Planned hours are treated as work performed.

Record manual actual time for a named Matter.

Time records lose their Matter context.

Review the recorded rate policy and currency.

Rate assumptions are copied between spreadsheets.

Prepare an eligible internal invoice draft.

Draft preparation is confused with approval.

Use a separate draft-review decision.

An internal export is treated as an issued invoice.

Keep export distinct from issuance and charging.

Built for Reviewable Internal Billing Drafts

A planning estimate remains separate from recorded actual time.

A financial reviewer can inspect the internal draft and its supporting time records.

A permitted internal export does not silently issue or charge an invoice.

See Time and Invoice Review in Action

Review the workflow with representative synthetic records and the roles your firm intends to use.

Ronni K. Gothard Christiansen - Technical Privacy Engineer & CEO

Technical Compliance Expert, 32+ Years Open Source Advocate, X-BoD Open Source Matters Inc.

Or contact via

ronni@aesirx.io +84 909 500 760

Frequently Asked Questions

Native planning and actual timekeeping are separate. Staff must deliberately record permitted actual time; a completed task, moved date or estimate does not silently become billable time.

Where configured and authorized, staff can record rate policies and inspect the currency and basis used in the internal time and draft-invoice workflow.

An internal invoice draft remains a draft with its own review process. Creating or exporting it does not issue, deliver or charge an invoice to a client.

Estimates express planned effort and remain separate from actual recorded time. Reviewers should check the supporting entries rather than infer work performed from the engagement plan.

Law-firm time records and invoice drafts are separate from product subscription billing. The target demonstration’s subscription billing is inactive and does not provide a live client-payment flow.

Next Steps

Start a Compliance Pilot

Discuss the deployment, audience and source-rights requirements for an agreed evaluation.

Discuss Your Compliance Needs

Ask our team about recording actual time, applying rate policies and reviewing invoice drafts.

Time Records and Invoice Drafts | AesirX