Client Billable Hours Tracking Template

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Accurate tracking of billable hours is crucial for attorneys to ensure precise billing for their clients. This template helps you set up a streamlined process for monitoring and recording billable hours using Priority Matrix.

From setting up your account to generating monthly reports and reviewing client feedback, this template covers all the essential steps to maintain accurate and efficient billable hours tracking.

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Client Billable Hours Tracking for Priority Matrix

Client Billable Hours Tracking in Priority Matrix

Ensure accurate billing for clients by efficiently tracking billable hours with this comprehensive template.

You can start using Client Billable Hours Tracking or other Law Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
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If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

High Impact, Quick Wins

  • Address Any Discrepancies
    Identify and resolve any discrepancies in the tracking of billable hours.
  • Input Current Client Information
    Enter all current client information into the Priority Matrix.
  • Maintain Confidentiality of Client Information
    Ensure all client information related to billable hours is kept confidential and secure.
  • Set Reminders for Regular Updates
    Set reminders to regularly update the billable hours for each client.
  • Set Up Priority Matrix Account
    Create a Priority Matrix account to start tracking billable hours.
  • Start Tracking Billable Hours
    Begin tracking billable hours for each client using the established procedure.

High Impact, Long Term

  • Create a Standard Process for Tracking Hours
    Develop a standard procedure for tracking and recording billable hours for each client.
  • Keep Track of Non-Billable Hours
    Monitor and record non-billable hours to ensure accurate overall time management.
  • Provide Clients with Regular Updates
    Ensure clients are kept informed about their billable hours on a regular basis.
  • Research Best Practices for Tracking Billable Hours
    Identify the best methods and practices for tracking billable hours for each client.
  • Train Staff on Tracking Process
    Train all relevant staff members on the process for tracking billable hours.
  • Update Client Contracts as Needed
    Update client contracts to reflect any changes in billing procedures or rates.

Low Impact, Quick Wins

  • Create Monthly Billable Hours Reports
    Generate monthly reports detailing the billable hours for each client.
  • Monitor Compliance with Tracking Process
    Regularly check that all staff members are correctly following the process for tracking billable hours.
  • Regularly Backup Data
    Ensure that all data related to billable hours is backed up regularly to prevent loss.
  • Stay Updated on Industry Standards
    Stay informed about industry standards and best practices for tracking billable hours.

Low Priority / Etc.

  • Evaluate Efficiency of Tracking Process
    Evaluate the efficiency of the billable hours tracking process and make improvements as needed.
  • Perform Regular Audits of Billable Hours
    Carry out regular audits of billable hours to ensure accuracy and compliance.
  • Review and Adjust Process as Needed
    Regularly review the tracking process and make necessary adjustments to improve accuracy and efficiency.
  • Review Client Feedback
    Review feedback from clients regarding the billing process and make adjustments as needed.