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
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