LawBilling & Finance

Timely-to-Billing

Built for Law Firm Billing Teams.

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.

Why this matters

The manual work this replaces

Billing staff export each attorney's Timely entries every week and re-key them into FreshBooks or QuickBooks, applying rate rules and matter codes by hand.

What Caddi does

How the automation runs

  1. Timely
  2. FreshBooks
  3. Quickbooks

This process pushes Timely hours through to billing. It pulls each attorney's billable hours from Timely for the week, applies the firm's rate and write-off rules per client and matter, creates the corresponding invoice line items in FreshBooks and posts journal entries to QuickBooks, validates totals against the Timely report, and notifies the billing lead of any items that need review.

Value created

What changes after Caddi

Turns each week's Timely activity into invoiced line items in the billing system, without manual re-keying.

Browse all
Law

Time Entry Capture

Pull calendar events, sent emails, phone calls, and document activity into draft time entries on the right matter, reducing missed billable time for attorneys and billing teams.

Law

FreshBooks Time-and-Project Invoice Prep

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.

Law

Expensify Expense Report to Accounting

Pull approved Expensify reports, apply the firm's coding rules, and post them to QuickBooks or Xero with the right matter or client, reducing manual posting for finance teams.

See it on your stack

Want Timely-to-Billing automated at your firm?

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