Practical workflow guide
Capture billing time right after a call — before you move on
The 60 seconds after a client call is the best time to capture billable time. Here is how a voice-first post-call billing workflow works in practice.
The right moment
Why the post-call moment matters
The brief window after a call is when billing detail is clearest. Matter context, call substance, duration, decisions, and follow-up are all present. Most lawyers move immediately to the next thing and the detail starts to fade.
How it works
The 30-second post-call capture
Speak the matter name, the substance of the call, any decisions or follow-up, and end the entry. This does not require a desk or an open application. It takes 30 seconds.
The voice input is structured into a draft time entry. The lawyer reviews and approves it later. The capture happens in the moment, preserving the detail before the next task begins.
Practical guidance
What to say — practical guidance
Use a simple framework: matter identification, what the call was about, what was discussed or decided, any follow-up action required, and approximate duration.
This is a framework, not a script. Speak naturally. The workflow intelligence will structure the input into a professional billing narrative.
The output
What the output looks like
Illustrative example — not a real entry
Without voice capture (deferred)
“Call with client re: contract.”
This entry is vague, lacks matter specificity, and does not describe the substance of the work.
With voice capture (immediate)
“Telephone conference with Sarah Jenkins regarding the commercial lease agreement for the Westside property. Discussed the indemnification clause and agreed to revise section 4.2. Drafted follow-up email outlining the proposed changes. 0.4 hours.”
This entry is specific, defensible, and ready to review.