LawBilling & Finance

Toggl Time Review and Approval Flow

Built for Law Firm Billing Teams.

Post each manager's Toggl review queue to Slack or email, capture approvals, and lock the approved entries before they reach a bill, reducing chase-down and rework for billing teams.

Why this matters

The manual work this replaces

Managers approve time over scattered messages and spreadsheets, so billing never knows which Toggl entries are final and which are still in flux.

What Caddi does

How the automation runs

  1. Toggl
  2. Slack
  3. Microsoft Outlook

This process runs the weekly time review on tracked Toggl entries. It groups each manager's pending entries, posts the review queue to Slack or sends it by Outlook with one-click approve and flag options, records the decision against each entry, and locks the approved time in Toggl so it is ready to bill. Flagged entries are returned to the team member with the reviewer's note for correction.

Value created

What changes after Caddi

Gives billing a clean, approved set of entries each cycle and removes the manual chase for sign-off before invoicing.

Want Toggl Time Review and Approval Flow automated at your firm?

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