Onboarding to Billables (Users)

Sign up. Go to https://app.billables.ai/ and sign up for a Billables account using your work email. If an account has already been created for you, you may need to reset your password to access.

Set up your Integrations. Connect the tools you use in your everyday work. For the most comprehensive view of your time spent, we recommend connecting your email, calendar, docs, calls and browser.  You can choose which tools to enable or disable at any time.

Set up your Billing Codes. Add your billing codes (clients, matters and codes) so Billables can automatically match your billable time to the most relevant client matter. Note: you must be an Admin or Billing Code Editor to edit the billing codes.

1. If you are a Clio user, reach out to support@billables.ai to get set up with the Clio Billing Code integration.

View your Dashboard. Now it’s time for the good stuff! Come back to your dashboard daily to see the billable report automatically generated for you. Check out this guide: Get to know your Billables dashboard