Budget Tracker
DealManager tracks billable hours in real-time, allowing supervisors to adhere to client budgets. Automatic linking with tasks and specific documents allows for the production of detailed analytics based on any metric reviewed during diligence.
time captureAttorneys enter billable time on a per task or per document basis. Time is recorded the moment an attorney enters their diligence analysis. DealManager pre-fills the time narrative based on the diligence analysis entered by the attorney, saving time and allowing for more detailed billable hour entries.
Security & ProvisioningReviewers only see their individual time entries, while supervisors may view the time entries for the entire team. Exported Word reports adhere to these permissions.
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real time reportingThe billable hours are calculated in real-time, allowing supervisors to monitor deal spend and adhere to client budgets. The Wizdocs Reports Generator automatically produces billable reports complete with charts, graphs, and statistics.
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Detailed AnalyticsBecause each time entry is automatically associated with a diligence analysis and agreement profile, supervisors can generate reports on virtually any metric. For example, supervisors may view the average amount of time spent reviewing non-disclosure agreements. Billable information may be exported in Word or Excel through the Wizdocs Reports Generator.
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