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Billing Code Requirements

Learn how billing codes work on Billables AI

Visit the Billing Codes page on Billables to add or edit any of your client matters.

Adding our uploading billing codes is a critical first step to getting a robust dashboard. If you’re seeing a lot of ‘Unassigned’ entries in your dashboard, it’s likely a sign that you don’t have a recent or complete list of billing codes uploaded.

Clio, MyCase, LeanLaw or SurePoint user? Use the Billing Integration to automatically sync your clients and matters. Find it on your Integrations page.

Billing Code Requirements

Billing Codes (aka “Client Matters”) are required in order for Billables to match your work to relevant clients and matters. We know every firm has different structures for billing codes, so we’ve tried to make this easy, with minimum required elements.

  • *Client: this is the only required field and is usually a client or company name (e.g. Worldwide Inc)

  • Client code: this is optional and is associated with the client

  • Matter: this is optional. There can be multiple matters under one client. (e.g. ‘Worldwide v GlobalCorp’ and ‘Worldwide v Universal’ can both live under the ‘Worldwide Inc’ client)

  • Matter code: this is optional.

An example of what a set of billing codes might look like:

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Uploading Billing Codes

There are a few ways to upload your billing codes to Billables.

  1. Billing System Integration. We have direct integrations enabled with select practice management software (Clio).

  2. Bulk Upload. This is recommended if you have a lot of billing codes. This usually requires downloading a list of client matters from your practice management or CRM tool (e.g. MyCase) and uploading to Billables AI using a template.

  3. Manual entry. This is recommended if you only have a few clients you’re working on or you want to get started quickly without downloading your full client matter list. Just go to the billing codes page and add your client matters.

  4. Email updates. We can work with your IT team to automate billing code updates via automated email export. Reach out to support@billables.ai to learn more.

Billing Code FAQs

What happens if I upload a new list of billing codes that includes previously existing codes?

Only new billing codes will be added to your billing code list. Previously existing codes (so long as they are spelled the same) are de-duped so you won’t have multiples of the same codes.

 

What if I don’t use codes in my billing?

No worries - the only field we require is Client. Client Code, Matter and Matter Code are all optional fields.