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- Legal Billing & Time Tracking
- Who it's for
- Shared finance team
Shared finance team
A central finance team can prepare documents for several organizations while each document retains its owner and organization. Accounting Preparers need an explicit handoff to the Accounting Reviewer, and the Finance Lead needs a clear owner for account exceptions. Shared staff should see only the organizations covered by their active team membership.
How Legal Billing & Time Tracking is set up for you
Document ownership
Assign each request to a named Accounting Preparer and the appropriate organization before it enters review.
Independent decision
Have an Accounting Reviewer check the frozen revision and supporting evidence; retain the decision and reason.
Account evidence
Follow journal lines, operation receipts, provider movements and dated snapshots back to the source document.
A central finance team can prepare documents for several organizations while each document retains its owner and organization. Accounting Preparers need an explicit handoff to the Accounting Reviewer, and the Finance Lead needs a clear owner for account exceptions. Shared staff should see only the organizations covered by their active team membership.
Begin with a document assigned to one Accounting Preparer and a different Accounting Reviewer. Check that the organization, partner code and supporting line travel with the request. Then move the same preparer to another organization in a separate test and verify that old membership alone grants no access there. Give the Finance Lead a mismatched provider item with its source identifier and ask the Auditor to trace the investigation. This makes the handoff visible before the shared team handles more account activity.
Before expanding, agree who corrects counterparty details, who investigates a receipt marked for review and who may decide an accounting revision. The administrator maintains membership, while financial authority stays with the reviewer. Keep the source document number visible when the Accounting Reviewer asks why a movement was matched or left open. Use the [implementation plan](/legal-billing-time-tracking/implementation) to stage imports and the [account reconciliation process](/legal-billing-time-tracking/processes/account-reconciliation) to check the first period.
Features to start with
Roles on the team
- Accounting Reviewer
- Review eligible document revisions independently and reconcile operational evidence. Approve or reject through guarded actions only; no unrestricted editing of protected or executed records; a reviewer cannot approve their own submission.
- Accounting Preparer
- Prepare assigned operational records and execute eligible reviewed actions. Own organization and draft scope only; accepted, posted and recorded evidence is read-only; guarded workflows authorize every transition.
- Finance Lead
- Own the account review policy and investigate financial exceptions across the assigned organization.
Set up Legal Billing & Time Tracking your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.