Efficient Billing Process

Challenge

A small legal consultancy had cumbersome billing processes, leading to delayed invoicing and potential cash flow issues.

Solution

We connected Clio (time tracking and billing) with QuickBooks (accounting) and Stripe (payment processing). This automation transferred time entries and billing information from Clio to QuickBooks, generated invoices, and processed payments through Stripe.

Results

1. Manual billing processes reduced by 65%
2. Invoicing time decreased by 50%
3. 30% of billing FTEs reallocated