Utilisation and WIP reporting
Chargeable hours, write-offs, and work in progress assembled from your practice management system automatically, rather than compiled the week after it mattered.
Nucleus AI • Professional ServicesBillable time should go to
Billable time should go to
Billable Work
Automation and reporting for practices where time is the product: utilisation you can see before month end, admin that stops eating chargeable hours, and knowledge that outlives the person who created it.
Private by designBuilt around your toolsOne problem at a time
Utilisationvisible before month end
Captured oncenot typed three times
Institutionalknowledge that stays
What we build for practices
The admin around the work costs more than the work.
Time capture, matter setup, billing preparation, and status reporting are all necessary and none of them are chargeable. They fall to the people whose hours are worth the most, and they happen every week.
Matter and job profitability
What a piece of work actually earned once the unbilled time and the scope creep are counted, per matter, per client, per partner.
Billing preparation
Draft bills assembled from captured time and disbursements, with the exceptions surfaced for review rather than the whole run.
Engagement and scope tracking
Approvals, variations, and scope changes tracked against the original engagement letter instead of living in an email chain.
Answers from your own files
What was advised last time, what a precedent document said, which supplier a client used. Answered from your records, with the source attached.
Onboarding and compliance packs
Client take-on paperwork, verification documents, and conflict checks captured once and routed to the people who have to sign them off.
Utilisation you can act on, not just review
Most practices can tell you their utilisation once the month is closed. By then the month is gone. The partner who was under-recovered has already been under-recovered, and the matter that ran over ran over weeks ago.
Assembling that picture from the practice management system as the work happens turns it into something you can act on. The value is not a better report at month end. It is knowing in week two rather than week six.
Knowledge that does not leave with the person
Professional practices concentrate knowledge in individuals by design. The person who ran the matter knows what was advised, why, and what the client is sensitive about. Very little of that is written anywhere a colleague could find it.
Making that institutional means answers drawn from your own approved files, each pointing back to the document it came from so it can be checked. The person who leaves takes their judgement with them. They no longer take the record.
How the work moves
Clarity before complexity.
Find
Establish where chargeable time is actually going and which reports partners wait for.
Build
Build against your practice management system and prove the numbers against a period you already closed.
Embed
Move the people who use it weekly onto it, and refine around how they really work.
Operational contextIllustrative scene
“In a practice, every hour spent assembling a report is an hour that could have been billed. That is a direct cost, not an overhead.”
Questions
Questions from professional practices
Can you report on utilisation and write-offs from our practice management system?
That is usually the first build. The reporting layer reads your existing system rather than replacing it, so the figures reconcile with the system of record instead of a parallel spreadsheet.
Our work is bespoke. Does automation still apply?
The advisory work is bespoke. The administration around it rarely is. Take-on, time capture, billing preparation and status reporting follow the same shape on almost every matter, and that is what gets automated.
How is client confidentiality handled when systems are connected?
Access is designed deliberately, using the boundaries the practice already enforces. Connecting systems does not mean flattening the permissions that separate matters, clients, or teams.
Can an assistant answer questions from our own matter files?
Yes, grounded in your approved documents rather than in a general model's training, and every answer cites the file it came from so it can be verified before it is relied on.
What about a firm where every partner works differently?
That is normal and it is a design input rather than an obstacle. Reporting is built per role and per view, so partners see the slice they own at the depth their decisions need.
Tell us where the billable hours go.
A short discovery call, a working brief the same day, and a fixed price before anything starts. The first conversation is free.
Request a discovery call