Quick Tips For Using Billables AI

  

Integrations

In order for activity to appear on your dashboard, you will need to enable integrations. To do this, head to the integrations page.

 

Enable the integrations that align with your firm's needs, such as Emails, Calendars, Audio/Video Conferencing apps, preferred Browsers, and Documents.

Be sure to check the date and time of the last activity for each integration to confirm they’re all active. If any integration becomes disabled, Billables AI will send a notification email to inform you. Add notifications@billables.ai to your contacts for timely alerts.

Time Entries

Billables AI serves as your virtual timekeeping assistant, automatically drafting time entries for your review and approval. As you approve more entries, the system quickly learns and adapts to your preferences. For best results, establish a consistent habit of reviewing and approving your time using the workflows outlined below.

Reviewing the Source of Time Activity

With your integrations enabled, the dashboard will begin to display your tracked activities. Hover over the activity's icon for more information.  

Click Show more to see specific emails, documents, or other sources linked to that activity.

Approving Your Time - The more frequently you approve activities, the more closely Billables AI can tailor future entries to your preferences.

 If, upon review, your entry needs no revision - you can approve in a single click! 

Editing Your Time

To edit an entry, click the pencil icon next to the entry you wish to make changes to.

You can make changes to the client, matter, duration, billing codes, and narrative of your entries. Editing your entries will help the system with client-matter matching and tailoring narratives for future entries.

Once you click Save, Billables AI defaults to approving the entry for faster review processing. 

 

Hidden Entries

Billables AI occasionally hides entries it deems less relevant, functioning like a spam folder. To review all captured activities, toggle the View all option. Restore any item by approving it, and it will be returned to the main dashboard.

 

Favorite Your Clients & Matters

On the Billing Codes page, favorite the clients and matters you use most often to improve client-matter matching. Favorited records are marked by a blue star next to the entry.

Settings

To better adjust your records to your firm's preferences, visit the settings page to customize your dashboard entries, narrative descriptions, and more.

We suggest you consider enabling automatic entry merging, which will automatically group similar and related records. In addition, we recommended adding billing guidelines to help further customize your narratives. For example, you can use billing guidelines to replace "research" with "review" and hide certain names and emails from the description.

Merging Records

To merge records, select at least two records and select the merge button.

You will have the ability to edit the entry before merging. Billables AI will automatically combine the total durations of all merged entries.

You can select generate new narrative to automatically generate a new narrative that highlights all of the activity that will be merged.

 

Both Merged and auto-merged entries appear with a merged arrow icon on your dashboard.

Dashboard Views

Select the suitcase icon in the top left of your dashboard to view entries by client and matter.

Select the table icon to view clients in a table format. This allows you to sort clients in different categories, and you can make changes directly to your entries on this page.

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Visit the Help Center

Need assistance? Click the question mark icon for the Help Center. Explore tutorials and guides on a wide variety of features and tips, such as this article.

Need more support? You can contact support@billables.ai to get direct help. We hope this article has improved your experience with Billables AI!