LawBilling & Finance

FreshBooks Time-and-Project Invoice Prep

Built for Law Firm Billing Teams.

Assemble the month's invoice from time entries and project data, populate FreshBooks, and route it for partner review, reducing month-end invoice prep for small-firm billing teams.

Why this matters

The manual work this replaces

Solo and small-firm billing staff manually assemble each month's invoice in FreshBooks by pulling time entries, applying rates, and re-typing project descriptions.

What Caddi does

How the automation runs

  1. FreshBooks
  2. Timely
  3. Microsoft Excel

This process prepares a FreshBooks invoice for a project. It pulls the month's time entries from Timely against the project, applies the firm's rate and write-off rules, populates the FreshBooks invoice with line items, attaches the supporting time detail from Microsoft Excel, and routes the draft to the responsible partner for review.

Value created

What changes after Caddi

Compresses month-end invoice prep from a full day to a quick review by populating FreshBooks with each project's time and rate detail automatically.

Browse all
Law

Timely-to-Billing

Pull billable hours from Timely each week, apply the firm's rate rules, and create invoices in FreshBooks or QuickBooks, reducing manual invoice prep for small-firm billing teams.

Law

Aderant Prebill Prep and Partner Routing

Pull the right prebills from Aderant, apply firm-specific narrative rules, and route each to the responsible partner for review, reducing prebill cycle friction for law firm billing teams.

Law

Bill4Time Daily Time Entries From Calendar and Email

Review calendar events and sent email each day, draft time entries with the right matter, and queue them in Bill4Time for review, reducing missed billable time for solo and small-firm attorneys.

See it on your stack

Want FreshBooks Time-and-Project Invoice Prep automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.