TECHNICAL NOTES · ACCOUNTS AND FINANCE
Units or minutes? How time is recorded
Whether time is recorded in six-minute units or in actual minutes looks like a configuration setting. It is a decision about billing, client relationships and management information, and it is hard to change once years of history have been recorded one way.
Where the differences show
- Billing: a two-minute email becomes six minutes in units. Clients increasingly question that, and some corporate clients set their own billing increments.
- Productivity: units overstate short tasks, so utilisation reports built on them flatter some work and hide the true cost of other work.
- Fixed fees: if you price on value, actual minutes give a truer picture of what a matter really cost.
The decisions inside the decision
- Is rounding applied to each entry, or to a day's total on a matter?
- Can rules differ by client or matter type, to meet billing guidelines?
- Are both the actual time and the billed units kept, so you can bill one way and analyse the other?
What to ask, and what to see
- Record a four-minute call under unit rules and under actual-minute rules, and show both on the matter and the bill.
- Show a client-specific billing increment.
- Show how a report distinguishes recorded time from billed units.
Technical notes: small decisions, big consequences
Start with the overview: The details that decide the project
Accounts and finance
- Core accounting is still the gold standard
- One-way or two-way sync? Connecting your legal system to Xero
- Units or minutes? How time is recorded (you are here)
- Your matter and nominal structure
- Making Tax Digital: the firm and its clients
Workflow, data and documents
- Workflow: deep, basic or none?
- Client onboarding and matter inception: portal, e-signature and ID checks working as one
- Custom data: what you rely on, and how you move it
- Precedents, merge codes and macros: your document bank in a new system
Your types of work
- Legal aid: your records, not just the Legal Aid Agency’s
- Litigation: Precedent H starts with time recording
- Family: Form E and financial disclosure
- Private client: where does the tax software fit?
Security and access
- Roles or individuals? How user permissions are set up
- Why manage security twice? Linking application security to Microsoft Entra
- How granular is the security inside the system?
- Who can see what in reporting?
- Shared platform, your data: separation, restore and erasure
- When the supplier is the target: where your data lives, who can reach it, and your real risk
Microsoft 365
- How does it connect to Outlook?
- What did you just give it permission to do?
- What happens behind the scenes? Background integrations with Microsoft 365
- OneDrive is not a document management system
- Microsoft 365 is not a backup
Data and decisions
Where does your firm stand?
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