Timesheet Automation

Timesheet Automation for Professional Services

Transform your professional services timesheet automation with custom automation built by Harvard-educated experts. Measurable outcomes in 4-8 weeks, backed by 98% client retention.

2 weeks

First prototype

98%

Client retention

50+

Businesses served

150+

Integrations

Book Free Assessment All Professional Services Solutions

Expected Outcomes

Measurable results our professional services clients achieve with timesheet automation.

Up to 30% more time recorded

Time Capture Rate

Automated time capture from work activity identifies billable time that practitioners would otherwise forget to record.

Up to 20% increase

Billing Revenue

More complete time recording translates directly to higher billing, with less time leaking through unrecorded entries.

Near 100%

Timesheet Compliance

Timesheets populated automatically from work activity, eliminating the end-of-week timesheet catch-up problem.

The Challenge

Common timesheet automation challenges facing professional services businesses.

Practitioners reconstructing timesheets from memory at the end of the day or week, losing billable time in the process

Significant revenue leakage because short tasks like phone calls, emails and file reviews go unrecorded

Partners spending time chasing timesheet compliance rather than managing clients and matters

Utilisation and profitability data always lagging because it depends on timely, accurate time recording

Implementation

How we implement timesheet automation for your professional services business.

Capture Time from Work Activity

Practitioner time is captured through calendar events, matter activity in the practice management system, document editing sessions and email interactions on client matters. Time entries are suggested based on actual work patterns rather than retrospective recall.

✓ Tools: LEAP, Actionstep, Calendar Integration

Allocate to Matters and Categories

Captured time is automatically allocated to the correct client matter, activity code and billing category. The system distinguishes between billable and non-billable time, and applies the correct fee earner rate to each entry.

✓ Tools: LEAP, Actionstep, Time Allocation Engine

Validate and Approve for Billing

Timesheets are validated against matter budgets, client billing arrangements and firm policies on time entry standards. Partners review time entries with utilisation summaries and billing opportunity highlights.

✓ Tools: Approval Workflow, LEAP, Budget Tracker

Generate Payroll and Profitability Data

Approved time data feeds both payroll processing and matter profitability analysis. Fee earner utilisation, realisation rates and matter profitability are reported in real time.

✓ Tools: Xero Payroll, KeyPay, Power BI

Why Choose Clever Ops

What makes our timesheet automation solution different.

Recover Lost Billable Time

Automated capture identifies every phone call, email, document edit and meeting that constitutes billable work, regardless of duration.

Eliminate Timesheet Chasing

Time entries populated automatically from work activity, removing the need for partners to chase practitioners for timesheets.

Real-Time Utilisation Data

Fee earner utilisation rates and matter profitability visible in real time, supporting management decisions throughout the month.

Accurate Matter Budgeting

Historical time data from automated capture provides reliable benchmarks for future matter budgets and fixed-fee pricing.

Professional Services Compliance

Designed to meet professional indemnity requirements, client confidentiality obligations, and industry body reporting standards.

Frequently Asked Questions

Most timesheet automation implementations for professional services businesses start with a working prototype in 2 weeks, with full rollout completed in 4-8 weeks. We deliver in phases so you see value quickly.

Every timesheet automation solution is scoped individually for professional services businesses. We price based on complexity and integration count, then show you projected savings so you can evaluate ROI before committing. Book a free assessment to get a specific quote.

Our timesheet automation solution for professional services integrates with Deputy, Xero, Make, plus over 150+ other platforms. We build custom connectors for any specialist software your business relies on.

Every timesheet automation solution includes 3 months of post-launch support covering bug fixes, performance tuning, and team training. Our 98% client retention rate reflects the reliability and ongoing support our clients receive.

Not at all. We design the timesheet automation solution to slot into your current workflow seamlessly. Your team keeps working the way they know, and it just gets faster and more reliable.