Turn finished work into invoices.
A full calendar can hide a billing backlog. Connect time, project, and billing records to see what is ready to invoice.
Three questions worth answering.
Bring your records together to see the full picture.
How much finished work is unbilled right now?
List finished work that is waiting for an invoice, oldest first.
How much billable work reaches an invoice?
Compare work completed with amounts billed to find missed charges and discounts.
Where does non-billable time go?
See time spent on administration, meetings, and unpaid client support.
A full calendar. A billing backlog.
What these numbers suggest when viewed together.
-
Practice management
Work in progress up 40%, average age 84 days
-
Billing
Invoices issued down 9% on the same delivered hours
-
Calendar
Two senior fee earners at 96% booked
Recommended next step
The people responsible for billing are fully booked. Set a weekly billing slot and assign follow-ups to clear completed, unbilled work.
Why this recommendation?
Confidence: High. Work records and invoices show the backlog directly.
The next step is billing the work already done.
What Aptic reads in a practice.
Connections are read-only by default. Changes need separate permission.
- Project records: work stages and time waiting to be billed
- Time and calendars: workloads and non-billable hours
- Billing: invoices, discounts, write-offs, and payment times
- New inquiries and referrals to help plan capacity
Where we focus first.
These specialists work together on your priorities.
Finance
Track unbilled work, unpaid invoices, and payment times.
Operations
Find overloaded staff and administrative bottlenecks.
Management
Keep billing and follow-ups on a regular schedule.
Your first 30 days.
- 01
Unbilled work by age
See completed work waiting for an invoice, with an owner for each item.
- 02
Missed fees and discounts
Compare billable work with actual invoices by person and service.
- 03
A regular billing schedule
Assign weekly tasks and check whether payment times improve.
Find the work waiting to be billed.
Tell us about your business and what you want to improve.