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.
Connect your time-tracking tool to Make as the trigger source
Set the trigger to fire when a time entry is marked billable
Map client name, matter number, hours, and rate to QuickBooks Online invoice fields
Set invoice status to 'Draft' so you can review before sending
Test with one client matter and confirm the invoice populates correctly
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCapture every billable hour and spend less time preparing invoices.
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Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
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