Tech Tip #247: Don’t Get Caught Without a Billing Audit Trail

Leave-an-Audit-Trail-to-Prevent-Client-Disputes

For busy practices with multiple matters and billing logs being entered on a regular basis, it can be very easy to forget the original source of billing. If you can’t substantiate the billing entry, then you are at a disadvantage when it comes to a fee dispute. The best way to qualify a billing entry is to use a system that captures time spent on an activity. A system which keeps all emails, documents and calendared meetings in one place makes it easy to leave an audit trail to go back and see where the time was spent on a given matter. Learn more by watching this video about how to avoid client disputes.

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