Time capture
Define increments, rounding rules (e.g., six-minute/0.1 hour), and required work descriptions to ensure consistent entries.
A clear Legal Timekeeping Agreement reduces billing disputes, establishes consistent entry standards, and preserves an audit trail for client invoices and ethics reviews. It helps firms meet retainer promises and supports defensible records in audits, malpractice claims, and fee reviews while enabling electronic execution under ESIGN and state e‑signature laws.
The agreement is used by law firms and legal departments to align billing practices, assign responsibility, and manage client expectations.
It is also used by vendors, consultants, and temporary attorneys who must follow the client or firm’s timekeeping standards.
Define increments, rounding rules (e.g., six-minute/0.1 hour), and required work descriptions to ensure consistent entries.
List hourly rates by role, effective dates, and how overtime or blended rates are applied for client matters.
Specify accepted matter identifiers and subcodes so billing systems map entries correctly to client ledgers.
Identify approvers, escalation steps, and time windows for review prior to invoice generation.
Differentiate billable work, non‑billable time, disbursements, and capped or alternative‑fee arrangements.
Require audit fields (user ID, timestamp, edit history) to support disputes and professional regulation inquiries.
| Field | Configuration |
|---|---|
| Signer order | Sequential or parallel signing order depending on approval hierarchy. |
| Authentication | Email link or SMS code; use stronger methods for sensitive matters. |
| Conditional fields | Show or hide fields based on role, matter type, or client preferences. |
| Retention settings | Set automatic archiving and export schedules for compliance. |
Choose a platform that supports secure signatures, audit trails, and common integrations to minimize manual handling.
Ensure the chosen solution can export signed records, audit logs, and attachments in standard formats to meet retention and discovery needs.
Date the agreement becomes binding; use MM/DD/YYYY format.
Specify daily, weekly or monthly cutoffs for invoice generation.
Set the number of days clients have to review time entries before invoicing.
Define how long a client may challenge time entries after invoice issuance.
Set a cutoff for edits before entries become final for billing.
Create the agreement and set fields, rates, and rounding rules.
Billing and compliance sign off to confirm internal controls.
Client or authorized representative executes the agreement electronically or on paper.
Lock time entries, generate the invoice, and deliver per the agreement.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Optica standardized digital signing across clients
Martin Properties moved to online agreements to close deals remotely