LawBilling & Finance

Time Entry Review

Built for Law Firm Billing Teams.

Review draft time entries against firm and client billing guidelines, flag potential violations, and notify the attorney before submission, reducing rejected invoices and write-offs for billing teams.

Why this matters

The manual work this replaces

Billing teams spend hours each week reviewing time entries for billing-guideline violations and chasing attorneys for corrections.

What Caddi does

How the automation runs

  1. Microsoft Outlook
  2. RingCentral
  3. Clio

This process reviews submitted time entries against firm and client billing guidelines. It pulls the entry from the time-and-billing system, cross-checks the narrative against the underlying calendar event or RingCentral call log to validate duration, checks for block billing, vague descriptions, prohibited terms, and disallowed task or activity codes, flags any violations, and notifies the responsible attorney with specific guidance on what to revise.

Value created

What changes after Caddi

Reduces rejected invoices and rework while protecting realization rates by catching billing-guideline issues before submission.

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Pull the right prebills from Surepoint, apply firm narrative rules, and route each to the responsible partner, reducing prebill cycle friction for law firm billing teams.

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Time Entry Capture

Pull calendar events, sent emails, phone calls, and document activity into draft time entries on the right matter, reducing missed billable time for attorneys and billing teams.

See it on your stack

Want Time Entry Review automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.