Elements and Performance Criteria
- Record fee-earner time
- Access timesheets submitted by fee-earners
- Organise self or other to enter time recording into accounting system against relevant client or client matter file, or other relevant codes such as training and marketing
- Note irregularities and/or uncertainties and follow standard resolution procedures or alert designated person as appropriate
- Make entries within agreed timelines
- Enter disbursements incurred
- Record details of disbursements accurately against relevant client or client master file according to a firm’s policies and procedures
- Note irregularities and/or uncertainties and ensure standard resolution procedures are followed, or alert designated person as appropriate
- Allocate file/master number to all relevant documentation and file appropriately