What the Billing module covers
Billing in Sque handles the full time entry lifecycle — from AI-captured activity through to reviewed, approved, and exported time entries ready for invoicing.
Manual entries for billable work. Set matter, rate, duration, and narrative.
Entries auto-captured from Ask Sque sessions, workflow runs, and meeting bots. Review and approve before they count.
Outside counsel guidelines (OCG) run against each entry. Non-compliant items flag for review before export.
Creating a time entry
- 1
Open Billing and click New entry.
- 2
Select the matter and billing rate (the rate card from the client record loads automatically).
- 3
Enter duration and a narrative — or click Write with AI to generate one from the matter context.
- 4
Review any compliance flags (rate limits, block billing, etc.).
- 5
Click Save — the entry is in draft until you finalise it for invoicing.
AI narratives pull from the matter name, parties, and any associated Ask Sque session. Edit them before saving.
Exporting to billing software
Once entries are finalised, export to your practice management system in one click.
| Platform | Export method |
|---|---|
| Clio | Direct API sync — entries appear in Clio billing immediately |
| Practice Panther | Direct API sync |
| QuickBooks | OAuth integration — maps to QB time tracking |
| CSV | Manual export for any other billing system |
FAQ
Who can see billing entries?
Users with billing RBAC permission. Admins see all entries; users see their own by default.
Can I edit a finalised entry?
Finalised entries are locked for audit. You can create an adjustment entry to correct a mistake.
Is there a bulk approve flow?
Yes — select multiple entries and use the bulk action menu to approve or finalise them in one step.