Capture 100% of billable hours and cut invoice prep time by 4 hours/week.
~4 hrs
Saved / wk
Medium
Setup
No AI
AI
When you log time on a legal matter in your practice management tool, this workflow automatically builds a draft invoice in QuickBooks Online. It pulls the matter name, hourly rate, and time entries so you never miss a billable hour. You review and send — the system does the math.
~4 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Connect your time-tracking tool to Make as the trigger source
Step 2: Set the trigger to fire when a time entry is marked billable
Step 3: Map client name, matter number, hours, and rate to QuickBooks Online invoice fields
Step 4: Set invoice status to 'Draft' so you can review before sending
Step 5: Test with one client matter and confirm the invoice populates correctly
Upgrade to Plus for AI-powered step-by-step guides
See PlansCognito Forms is an online form builder that lets you create anything from simple contact forms to complex multi-page workflows with conditional logic, calculations, and payment collection — all without writing code. You drag and drop fields, set up rules for which sections appear based on answers, and embed the form on your website. The platform handles payment processing through Stripe, Square, or PayPal right inside your forms. Repeating sections let respondents add multiple items dynamically. Free tier includes unlimited forms with 500 entries/month. Paid plans start at $15/month.
Most widely used US small business accounting. Invoicing, expense tracking, payroll, tax prep, and financial reporting. Intuit Assist AI automates invoices, reminders, and cash flow insights. 750+ integrations. Solopreneur: $20/month. Simple Start: $38/month. Plus: $105/month. No free tier.
Visual workflow automation connecting 3,000+ business apps. Build multi-step automations with branching logic, data transformation, and error handling — all by dragging and dropping on a visual canvas. Formerly Integromat. Free: 1,000 credits/month. Core: $9/month. Pro: $16/month. SOC 2 and GDPR compliant.