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- Legal Billing & Time Tracking
- Implementation
How a Legal Billing & Time Tracking rollout works
Stage one reviewed accounting cycle before expanding.
Set scope
Choose one organization, its preparers, reviewer, auditor and administrator. Confirm active membership and independent decision authority.
Load masters
Bring in partners and ledger accounts with stable codes, currency and provider identifiers. Set an opening account snapshot.
Prepare a case
Create a numbered document with counterparty, owner, amount, line detail and attachment.
Rehearse decisions
Approve an unchanged revision with a separate reviewer; reject self-approval and a changed revision.
Verify effects
Post a balanced journal and compare an exact provider movement with its source document. Leave a wrong-date or wrong-amount item open.
Extend operations
Add more organizations, accounts and documents only after the first cycle can be reconstructed by an auditor.
What the customer provides
Provide organization and partner codes, the account list, provider identifiers, an opening snapshot, example documents and the people authorized to prepare, decide and investigate. Agree the source of confirmed occurrence dates. Bring one representative correction case and one repeated operation key for the rehearsal.
Changing it afterwards
Change controlled master data with an owner and effective date. Recheck a decision when its source revision changes. Preserve original verified lines, decisions and effect references when correcting an authorized document. Review roles before changing membership.
Set up Legal Billing & Time Tracking your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.