(I'm going to get up on my soapbox now just because, well that's how I am, this topic gets me worked up.....) I think you are DEFINITELY working too hard on this. You need to find another way to measure "performance." Your firm is spending more money having you track this than any benefit they might be getting out of it. Key numbers that make sense to track: -How much time did the attorney record for the month total? Do they need more work assigned to them? Do you have excess capacity? Are they overworked and you need to hire more people to keep up with the demand? Are they turning in their time? Timely? -How much of that time was billable vs. unbillable? Are they being efficient with their time, or spinning their wheels? Do they need more mentoring/management with their work? -Has the firm billed out all of the time? Are you leaving time on the table that then gets stale and cannot be billed? -Which clients owe the firm $$$? Who is in charge of that client? Do you sort your A/R by the attorney responsible for managing that client? Have they called them to discuss collections? -If you don't get paid on an invoice, why? It isn't always the attorney's fault the client doesn't pay. Could be a deadbeat client you should have never undertaken representation on in the first place. The problem is that payment is the LAST thing that happens, and so gets clouded/muddied up by everything that precedes it from marketing, to engagement, to managing the work and expectations of the client, to whether the client has any $$$ to pay, to collection efforts. It's like trying to coach a team by only providing guidance after the game is over. No prep, no training, no practice, no scouting, no in game comments, just evaluation on how the player performed after it is all over. (Getting down off my soapbox.) I get it, you are just trying to do what the boss wants. It's not necessarily your job to change how the firm measures performance. I know, I know. But the fact that this exercise is so tedious should be a clue.... Good luck with it! :-)
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