How to Import Billing Codes
Billing code integration is currently supported with the following billing platforms. Select a platform below to review key integration details and platform-specific considerations.
- Clio
- MyCase
- LeanLaw
- Surepoint
- Centerbase
Billables AI is continually building new integrations. If your preferred billing platform is not yet available, please reach out and let us know!
Step 1: If you are use of an eligible billing platform, you should activate the direct billing integration on the Integrations page.
Step 2: Enable the integration you want to use. Note: You need to be an admin or billing code admin to enable these integrations on Billables AI .
Step 3: Once you connect your billing integration to your account, billing codes will start populating on your Billing Codes page.
Note: This may take a few hours if you have a very large number of clients/matters.
