Monthly Billing Invoice Auto-Generation

What this automation does, step by step

1. Throughout the month, as attorneys log billable time entries directly in Clio or TimeSolv, the automation automatically compiles every entry tied to a matter into a draft invoice on a set billing cycle rather than waiting for someone to manually pull time records at month end.

2. Draft invoices route automatically to the billing manager in QuickBooks Online for a final review, with any entry missing a description or exceeding a flagged hourly threshold highlighted for a second look before it goes out.

3. Once approved, invoices send automatically to clients by email with a secure payment link, and unpaid invoices past 15 days automatically trigger a polite follow-up reminder.

4. What used to take the billing manager a day and a half of manual compiling each month now takes under an hour of review, and invoices consistently go out on the same date every cycle instead of drifting later each month.