Why automating your time recording is important
Automating time recording within Proclaim enhances accuracy by eliminating human errors associated with manual time tracking, ensuring precise billing and reporting. It increases efficiency by capturing time entries in real-time, reducing administrative burdens and allowing you to focus on core tasks. Automated time recording improves transparency and accountability, as it creates a clear audit trail of activities, enhancing client trust and internal accountability. Additionally, by having automated routines to facilitate timely billing, you'll improve cash flow and financial management. Lastly, the data collected supports data-driven insights for resource allocation, workload balancing, and process optimisation, fostering better decision-making and enhancing overall operational efficiency within your organisation.
What you can do to automate time recording routines within Proclaim
Utilize Proclaims tools to write coded routines, typically triggered from within the Maths or Proclaim Editor. It is essential you carry out a root and branch audit of to assess where users are either manually entering time recording or increasing the default amounts. If such areas exist, then it should be determined as to what the standard amount of time should be set to.
Some of the areas to consider writing coded routines within Access Legal Proclaim include:
Database Maintenance – Write code against Maths fields within any of the case type areas.
Workflow Maintenance – Not only can you write coded routines via the Maths Editor within this area, but it is also possible to set up a standard unit number against any existing action template set-up. Here you can input the correct amount of units for the typical amount of time spent so that the number will be automated whenever the action is triggered in the Proclaim Desktop.
How to automate time recording in Proclaim
Access our resources for guidance on automating time recording:
Create a maths item in Database Maintenance.
Guide to time recording (webinar).