Team and client allocation
Give each staff member an individual account, a role and only the client access needed. Managers and authorised senior users can manage team allocation; junior staff should not receive administrative team controls simply because they use the system.
Time and attendance
Time should follow the work rather than force staff to reconstruct the day later. Where automatic time context is enabled, review it against the client/task. Attendance and overtime are separate management facts; overtime recording does not itself mean overtime has been authorised.
Profitability visibility
Client fee and time-cost comparisons are management information. Keep them available to Directors/Practice Managers or other authorised roles rather than exposing commercial data to all staff.
Client communications
Use client-linked communications and requests so the recipient, client and purpose remain clear. Bulk communications should be used where the message genuinely applies to a defined client group, not as a substitute for accurate client targeting.
Information requests
Requests should tell the client what is missing in plain language and provide the appropriate upload route. When the client supplies the information, the request and related work should be updated rather than creating a parallel untracked conversation.