Invited-Timekeeper Onboarding
This article is for timekeepers invited by their firm's Billables AI account administrator.
Meet Billables AI 🤖
If you are the administrator for your firm's Billables AI account, please refer to this article.
Step 1: Log-in
Your firm has already created an account for you. You should receive an invitation email from invitations@billables.ai.
If you can’t find it, please:
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Check your spam or junk folder
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Confirm with your firm administrator that the invitation was sent
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Contact support@billables.ai for further assistance if needed
Step 2: Set Up Your Integrations
Once your Billables AI account is activated, our onboarding wizard will walk you through setup. Connect the apps you use daily so Billables AI can accurately capture your work, securely tracking billable time with minimal manual effort, all private to your dashboard.For a step-by-step guide, please refer to this article.
Step 3: Review and favorite your clients and matters
Follow these steps to help your AI understand the activity coming in from your integrations.
If your firm has client or matter specific billing rules, contact your Billables AI administrator to confirm they’re configured correctly.
Step 4: Visit your Dashboard to train your AI
Navigate to and familiarize yourself with Dashboard where the real progress happens.
Each day, spend a few minutes to:
1) Review: Look over your automatically drafted time entries as you would a draft prepared by a human assistant.
2) Edit: Adjust client, matters or narratives as needed. Each edit helps Billables AI learn your firm’s preferences.
3) Export: Send your approved entries directly to your billing system with as little as a single click.
Pro-tip: Adjust your settings so Billables AI time entries match your personal preferences!