Importing Clients and Matter Billing Codes via Integration

Learn how to connect your eligible billing platform with Billables AI. 

How to Import via Your Billing Platform

Automatic updates to the Billing Code page is currently only supported with the following billing platforms. Select a platform below to review key integration details and platform-specific considerations. 

• Clio

• MyCase 

• LeanLaw 

• Surepoint

• Centerbase

• Orion 🚧

General Instructions: 

Step 1: If you are use of an eligible billing platform, you should authorize the direct billing integration on the Integrations page.

Step 2: Once you connect your billing integration to your account, clients and matters will start populating on your Billing Codes page.

Note: This may take a few hours if you have a very large number of clients/matters.