Time and Billing Software Business Requirements
122 testable requirements for choosing time and billing software, with a vendor response form, demo script and weighted scorecard in Excel.
About This Product
Time and billing software records the hours professionals work on client matters, prices that time under each fee arrangement, and turns it into invoices and collected cash. Law, accounting, consulting and other professional services firms buy it to bill accurately and see which work pays.
122 requirements for choosing time and billing software, each written so a vendor can answer it and you can check the answer. Delivered as an Excel workbook.
Inside the Workbook
- 96 functional requirements in 12 areas, each with how to verify it
- 26 non-functional requirements written for this category
- Suggested priorities (46 Must) that you change, with weights that follow
- A vendor response form with six response types, from Standard to Not supported
- 6 scripted demo scenarios, each mapped to the requirements it tests
- A weighted scorecard for up to five vendors, by area, with Must gaps counted
Functional Areas
- Time capture (18)
- Time review and approval (4)
- Clients, matters and projects (8)
- Rates and fee arrangements (9)
- Expenses and disbursements (4)
- Work in progress and pre-billing (6)
- Invoicing (11)
- Electronic billing (6)
- Receivables and collections (8)
- Retainers and client funds (5)
- Reporting and analytics (9)
- Administration and integration (8)
Deeper Vendor Due Diligence
Security, privacy, contract and exit questions are in the RFP question bank: Integration & interoperability, Security, Data protection & privacy, Migration & exit, Implementation & onboarding, Internationalization & localization, Compliance & certifications.
How It Was Written
Rewritten in October 2026 from the earlier CIOPages list: 1 items dropped, the rest rewritten as testable requirements, 96 added. The earlier edition's sample vendor scores were removed. A language model drafted the requirements against written rules and a second model reviewed every row. No named subject-matter expert reviewed them. The workbook lists what changed.
Built For
IT, business and procurement teams writing requirements before a software selection, and consultancies running one for a client. The Consultancy License covers use with any number of clients.
What's Included
Enterprise License
Consultancy License
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