This workflow scans your matter list every week and flags any open matter that has logged time but no invoice sent in the last 30 days. It creates a task in Todoist so someone on your team follows up before the billing window gets too stale. Law firms lose real money on unbilled work — this stops that leak.
Set up a weekly scheduled trigger in Make (every Monday morning)
Pull all open matters with time entries from QuickBooks Online
Filter for matters where the last invoice date is more than 30 days ago or no invoice exists
For each flagged matter, create a task in Todoist assigned to the billing contact
Include the matter name, total unbilled hours, and client name in the task description
Create a free account to get the steps written out for your tools, click by click.
Create a free accountRecover an average of $2,000/month in previously unbilled work by catching gaps weekly.
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