Legal services
Clean up billing narratives and time entries
Billing cleanup usually slows down when time entries, calendars, email activity, matter notes, and billing rules do not tell the same story, or when time entries are vague, late, inconsistent, or ready for invoice review. Imagine keeps those sources in view, prepares cleaned billing narratives, missing-detail prompts, and invoice exceptions, and separates the ready work from the judgment calls. After review, the approved update goes back to your billing and practice-management system, so invoices go out with clearer narratives and fewer last-minute edits.
The manual reality today
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01
Too many tabs before billing cleanup can move
time entries, calendars, email activity, matter notes, and billing rules each hold part of the answer, so the team burns time piecing together what happened before they can respond.
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02
Billing cleanup can stall until someone notices
When time entries are vague, late, inconsistent, or ready for invoice review, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.
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03
The billing cleanup history is hard to defend
Approvals, notes, and updates end up in side channels, making it hard to tell what was sent, what changed, and who signed off.
How Imagine handles it
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01
Read the billing cleanup signals
Imagine watches time entries, calendars, email activity, matter notes, and billing rules for new activity, stale items, and changes that affect the work.
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02
Separate routine billing cleanup work from judgment
Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.
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03
Draft the next billing cleanup touch
Imagine drafts cleaned billing narratives, missing-detail prompts, and invoice exceptions using your rules, tone, and thresholds, then flags anything that needs judgment.
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04
Write the billing cleanup result back
After review, approved actions are recorded in your billing and practice-management system with the context, approver, and timestamp preserved.
Works with the tools you already run
- Clio Manage
- TimeSolv
- QuickBooks Online
- LawPay
- MyCase
- Outlook
What changes
Decisions around billing cleanup surface sooner
Prep work and status checks run continuously, so the team sees the few items that actually need a decision.
Billing cleanup communication feels less random
Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.
The billing cleanup record is easier to explain
Source context, approver, and destination update stay together, so the workflow is easier to audit or explain.
Frequently asked questions
How does Imagine handle billing cleanup?
Imagine watches time entries, calendars, email activity, matter notes, and billing rules, spots when time entries are vague, late, inconsistent, or ready for invoice review, and prepares cleaned billing narratives, missing-detail prompts, and invoice exceptions for review. Approved actions sync back to your billing and practice-management system with the supporting context attached.
What parts of billing cleanup can stay manual?
You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before your billing and practice-management system is updated.
Which tools feed billing cleanup?
This workflow can connect to systems such as Clio Manage, TimeSolv, QuickBooks Online, LawPay, MyCase, Outlook. Imagine works on top of those tools instead of replacing the system of record.
How does billing cleanup feel different?
The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so invoices go out with clearer narratives and fewer last-minute edits.