Tracking non-billable time in Firm360 helps firms understand how staff time is spent on internal tasks and client-related administrative work that is not charged to clients.
To track non-billable time effectively, firms should create appropriate non-billable billable types that reflect how their team spends time on internal and administrative activities.
Note: Non-billable time should be recorded under your firm’s Office client or the Firm client of your choice.
Customizing Non-Billable Time Types
Each firm may have different types of non-billable or non-chargeable work. Firm360 allows you to customize your billable types to match your firm’s internal workflows.
Common examples include:
Firm Administration (Non-Billable)
Purpose: Tracks time spent on internal operational activities.
Examples:
Internal meetings
Office management
Staff training
Internal process development
Client Administration (Non-Billable)
Purpose: Tracks administrative tasks related to client management that are not billed.
Examples:
Client communication and scheduling
Managing client files
Client follow-ups or inquiries
Using Rate Overrides for Non-Billable Time
If your firm uses User Rate Overrides, you will need to create a $0 rate override for the client used to track administrative or non-billable time (such as the Office client).
This ensures that time entered for administrative activities is recorded for reporting purposes but does not generate billable charges.
Benefits of Tracking Non-Billable Time
Setting up non-billable time categories allows your firm to:
Track internal operational work
Capture client-related administrative efforts
Improve internal reporting and time management
Understand how staff time is allocated across billable and non-billable work