Matching User Emails Between Billables AI and SurePoint

To release time entries from Billables AI to SurePoint, each timekeeper’s email address must be the same in both systems. Billables AI uses that email to find the matching attorney record in SurePoint LMS. If the emails don’t match exactly, entries for that timekeeper can’t be released.

This article explains how to check and update an attorney’s email in SurePoint LMS so it matches their Billables AI account.

When to check

• When setting up a new timekeeper in Billables AI

• After a firm email domain change, merger, or rebrand

• When a timekeeper’s email address changes

• When entries fail to release to SurePoint

How to confirm an attorney’s email in SurePoint LMS

1. Open SurePoint LMS on your desktop.

2. Go to the Attorney Maintenance File. The usual path is Master File Maintenance → Attorney → Attorney Maintenance, though it may differ depending on your firm’s configuration.

3. Search for the attorney by name.

4. Open the attorney’s record.

5. Go to the Personal section.

6. Add or confirm the attorney’s email address in the email field. It must exactly match the email on their Billables AI account.

7. Save the record.

Common causes of a mismatch

• Missing email. The attorney’s record in SurePoint LMS has no email address entered.

• Alias vs. primary address. The timekeeper uses one address in Billables AI (for example, john.doe@yourfirm.com) and SurePoint has another (jdoe@yourfirm.com).

• Domain changes. The firm changed or added an email domain, and only one system was updated.

• Typos. A small spelling difference in either system.

What a mismatch looks like

Example error

If emails don’t match, releasing entries to SurePoint will fail with a message like this:

7 out of 7 entries failed to release to SurePoint: SurePoint user not found in organization account under email jdoe@yourfirm.com

In this case, follow the steps above to make sure the emails match in SurePoint, then go back to Billables AI and release again.