Legal billing needs clean task-level time, rates, and approvals. Everhour keeps those controls tied to Asana work.
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This page is for lawyers, legal operations managers, and firm administrators who use Asana to organize client work and need billing records that survive review. The practical goal is a matter file with task-level time, billable status, rates, and notes that explain the work without forcing billing staff to rebuild the story from memory.
A strong record connects each time entry to the Asana task where the work happened. That task should identify the matter, phase, assignee, and status. The time entry should show the logged date, duration, billable or non-billable treatment, and a short description that a reviewer can understand without opening five related tasks.
Legal billing breaks down when every activity lands in one undifferentiated bucket. Client-facing work, internal coordination, write-offs, and administrative work need separate treatment before anyone prepares an invoice. Use Asana tasks to reflect the work category, then keep the billing status and rate logic aligned with that category.
A useful setup gives reviewers a clear path: billable client work flows toward the invoice, non-billable work stays visible for profitability review, and write-offs remain traceable instead of disappearing. For example, a discovery review task can carry billable attorney time, while an internal training task stays out of the client total but remains available in management reports.
The billing record should answer three questions before an invoice is drafted: who did the work, which matter or task did it support, and whether the time belongs on the client invoice. Descriptions should be specific enough to justify the charge, but short enough for a reviewer to scan quickly.
Common cleanup comes from missing descriptions, time logged to the wrong matter, entries left uncategorized, and internal work marked billable by accident. A weekly review catches those errors while the work is still recent. Late review turns billing into reconstruction, which slows invoicing and increases the chance of unclear client-facing line items.
A one-off check works when one lawyer needs to review a small set of task entries for a single matter. It is enough for confirming dates, descriptions, billable status, and obvious omissions before the billing team prepares a draft invoice.
A managed workflow becomes necessary when several lawyers, paralegals, or reviewers touch the same matters. Everhour Team Management adds lock rules, admin time correction, personal tracking limits, weekly capacity, approval workflow, roles, project assignments, team groups, and team-wide time policy defaults, so approved records stay controlled before billing handoff.
This content is for general information only, may not be fully up to date, and is provided without any warranty or liability.
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Use Asana projects for matters or client workstreams, then create tasks for billable activities that need their own time record. Each task should carry enough context for review, including matter phase, owner, status, and billing category. This structure keeps time tied to the work performed instead of forcing reviewers to interpret disconnected daily totals.
Internal administration, training, firm operations, and written-off work should stay out of the client invoice unless the engagement agreement treats that work as billable. Keep those entries visible in reporting, because non-billable time still affects staffing, profitability, and capacity planning. Hiding it makes the firm look more efficient than it is.
A legal billing description should name the work performed and the matter context without adding unnecessary narrative. Strong entries describe the action, such as drafting a motion section, reviewing discovery responses, or preparing for a client call. Weak entries such as "research" or "email" create review delays because they do not explain the billable value.
Billing review should happen before invoice drafting. Reviewers need to confirm matter assignment, billing status, descriptions, dates, and obvious time-entry mistakes while the records can still be corrected cleanly. Drafting first pushes those decisions into the invoice stage, where corrections take longer and risk inconsistent line items.
The most expensive rework comes from time logged to the wrong matter or left without a clear billable status. That mistake affects the invoice total, the reviewer's approval decision, and internal profitability reporting. Firms reduce cleanup by requiring matter-level task assignment and reviewing uncategorized entries before the billing period closes.
Everhour Team Management supports legal billing review with approval workflow, lock rules, admin time correction, roles, project assignments, and team groups. Managers can approve or correct time before billing uses it, then protect approved periods from regular member edits.
Everhour syncs Asana project names, task titles, custom fields, and tags into reporting, then lets teams export detailed reports with columns for billable and non-billable work. Billing staff can review time by matter, task, person, and status before preparing client-facing invoice lines.
Track approved hours, corrections, and locked billing periods with Everhour Team Management, so Asana-based legal work moves into billing with cleaner records and fewer invoice-review delays.
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