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.
Expected Outcomes
Measurable results our professional services clients achieve with timesheet automation.
Automated time capture from work activity identifies billable time that practitioners would otherwise forget to record.
More complete time recording translates directly to higher billing, with less time leaking through unrecorded entries.
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.
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Frequently Asked Questions
Frequently Asked Questions
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