Time Entry & WIP Capture for Forensic Accountants

Cut time entry & wip capture time by 4–8 points for Forensic Accountants.

The Problem

Forensic Accountants write time at week's end from memory — billable hours get lost, project codes are wrong, and write-offs eat realization.

What We Build

AI watches calendar, email, and IDEA activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points.

Tools & Integrations

IDEA ACL Analytics Relativity Excel Zapier

How It Works

1

Discovery Call

We map your current time entry & wip capture process and identify exactly where AI saves the most time.

2

Build & Integrate

We build the AI workflow and connect it to the tools you already use — no software changes required.

3

Review & Refine

You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.

Frequently asked

How long does time entry & wip capture take manually for forensic accountants?+

In most fraud investigation firms, time entry & wip capture consumes hours per matter or per week that AI can absorb. The exact savings depend on volume, but firms with mature workflows typically see 4–8 points improvement within the first quarter after deployment.

Can AI handle time entry & wip capture without losing accuracy?+

Yes — every workflow uses human-in-the-loop. AI does the deterministic 80% (data extraction, classification, routing); your forensic accountant keeps every judgment call. Nothing ships without a defined approval point.

Will this require switching from IDEA?+

No. The automation runs on top of your existing IDEA setup using its API or agent integration — no migration, no parallel system, no license changes. Your team keeps using IDEA exactly as before.

How quickly can a forensic accountant team deploy this?+

Most engagements ship the first working workflow in 2–4 weeks from kickoff: discovery call → fixed-price scope → build → review/refine. After that it runs on autopilot, with us monitoring for drift.

Is time entry & wip capture automation worth it for a small fraud investigation firm?+

If your forensic accountants spend 5+ hours per week on time entry & wip capture, the ROI is clear. The build pays back inside the first quarter at that volume — and the time savings compound, since the workflow keeps running once deployed.

What happens when IDEA or our process changes?+

Workflows are versioned and monitored. When IDEA pushes API changes or your firm changes process, we update the workflow within days — no rebuild required.

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Ready to automate time entry & wip capture?

Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.

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