BillerAssist

Partners should not have to spend hours reviewing billing entries for invoicing. Now they don’t have to.

BillerAssist lets you review and approve an entire month of billing in minutes. Just import your entries from Clio in one click. All unusual charges and problematic entries will be automatically flagged with color codes for quick review. All you have to do is look for the color codes.

ADAPTS TO YOUR FIRM’S PRACTICES:
The color codes are automatically applied based on your own billing records, and any changes you make. Internal or client-mandated billing rules can be set by client or by matter. With its machine learning technology, BillerAssist gets smarter the more you use it.

ELIMINATE BILLING ERRORS AT THE SOURCE:
Partners should not have to train people how to bill. Now they don’t have to. BillerAssist can also be used to automatically train associates and other timekeepers how to bill. The app helps associates and other timekeepers avoid billing errors, by automatically flagging entries in real time, and by providing suggested descriptions based on your own billing records before your timekeepers finish typing. This ensures efficiency while work is being done and eliminates billing errors at the source.

Key Features

  • ONLY ONE USER ACCOUNT NEEDED:
    With a single user account, BillerAssist lets you: (1) Quickly import new entries for all timekeepers in your entire firm with one click; (2) Easily identify unusual charges and "problematic" entries by color-codes; (3) Make any edits you want with super-fast inline editing; and then (4) Update your billing entries in Clio with one-click.

    SET UP IS QUICK AND EASY:
    Get set up in under 5 minutes! A video on our website shows you how to set up BillerAssist in about 4 minutes.

    IMPROVE BILLING ENTRIES IN REAL-TIME:
    Save even more time -- and bill more effectively -- with user accounts for each of your timekeepers:
    • Allows your users to avoid non-billable work with real-time notifications of unusual charges
    • Suggested entries from your own past billing records prevent errors going forward
    • Automatically alerts for violations of internal or client-mandated billing rules
    • Increases your firm’s realization and collection rates, while decreasing billing disputes and write-offs

    LEARNS FROM YOUR CHANGES:
    BillerAssist comes with a pre-trained data set for easy setup. Alternatively, you can easily import your own billing records directly from Clio for more tailored results. Either way, the app learns from your own billing records each month to quickly conform to your specific billing practices.

    WORKS SIDE BY SIDE WITH CLIO:
    Our Clio Integration Bar allows users to easily toggle back and forth with Clio.