1.Monitor new document uploads
Integrate Clio to detect new document uploads and capture document metadata for matter matching and time entry creation.
Create 20 minute time entries from new documents
Automatically monitor new document uploaded events in Clio across your matters. Create and update 20 minute time entries when new documents are added, fixed duration values are detected, and document metadata matches a matter—so you can streamline time entry creation, keep billing records current, and reduce manual data entry.
How this automation creates billable time records
When new document uploaded events hit Clio, billing and case records can lag behind routine review time. This automation normalizes duration and price and then creates 20 minute billable time entries in Clio—so your team can keep time captured consistently.
Clioor swap with your favorite app
2.Normalize duration and price
Integrate Formatter by Zapier and data formatting tools to normalize duration and price to time format and validated values.
Formatter von Zapieror swap with your favorite app
3.Create 20 minute time entry
Integrate Clio and billing time tracking to create time entries, map notes and users, and link entries to the right matter.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
3,4 Millionen Unternehmen vertrauen uns
Related automations
- Apps: Harvest, Filter by Zapier, Google SheetsSwap with your favorite apps.
Add billable time entries to team report sheet
Your consultants' time entries for a key client are scattered, delaying billing and utilization visibility. Billing staff receive consolidated entries so they can run invoices the same day.
- Apps: Timely Time Tracking, Filter by Zapier, Google SheetsSwap with your favorite apps.
Add billable time entries to your project tracking sheet
Your time tracking entries land unrecorded, leaving billing and project reports incomplete. The sheet stays reconciled so billing staff and managers can prepare invoices and forecasts same day.
- Apps: Zapier Forms, Code by Zapier, Google SheetsSwap with your favorite apps.
Add consultant hours to master billing sheet per submission
Your time entry form responses go unrecorded, causing billing delays and utilization blind spots. It adds each submission to your master billing sheet for immediate invoicing and reporting same day.
- Apps: Paymo, Filter by Zapier, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add specific project time entries to billing spreadsheet
Your project time entries are scattered, so billing staff miss billable hours and prepare invoices slowly. This logs filtered entries to a central billing sheet so invoices are ready same day.
- Apps: Cognito Forms, Filter by Zapier, AirtableSwap with your favorite apps.
Add started time entries to project time table
Your project time submissions often arrive without structured tracking, delaying accurate billing and resource reports. Get time entries recorded in your project table for same-day invoicing readiness.
- Apps: ManicTime Cloud, Formatter by Zapier, Microsoft ExcelSwap with your favorite apps.
Add time entries to billing sheet from time tags
Your time tracking tags often sit outside your billing workbook, causing missed hours and incomplete invoices. Billing staff receive invoice-ready hours the same day.
- Apps: Webhooks by Zapier, Trello, Formatter by Zapier, Zapier TablesSwap with your favorite apps.
Add tracked time expenses to project checklist for billing
Your time expenses arrive without project context, so billing and coordinators miss charge details. Adds expenses as checklist items on the project card so charges are visible for same-day review.
- Apps: Rocketlane, Toggl TrackSwap with your favorite apps.
Attach time project to projects on update automatically
Your projects lack linked time-tracking, so engineers can't start consistent tracking and billing delays follow. Linking a time project on update adds billable IDs so teams can log time same day.
- Apps: Sub-Zap by Zapier, Formatter by Zapier, Zapier Tables, monday.comSwap with your favorite apps.
Calculate and update billable hours on job cards
Your job cards miss timers or manual entries, leaving billable hours incomplete and delaying invoicing. This writes calculated hours back to the job card so invoices can be prepared same day.
- Apps: ClickUp, Code by Zapier, bexioSwap with your favorite apps.
Create accounting time entries from task time logs
Your task timers often sit unrecorded in project tools, causing billing gaps and manual rework. It posts timers to your accounting time ledger so invoices are ready before the next billing run.
- Apps: Clio, Filter by Zapier Storage von ZapierSwap with your favorite apps.
Create activity and hours lists from matter logs
Your matter activity and time entries sit scattered, delaying accurate bills and slowing paralegal prep. A consolidated review list enables billing staff to approve hours ahead of the next billing run.
- View all
Explore all time & billing management automations
Accelerate client billing with automated time capture, invoice routing, and hours tracking
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier hilft uns, weit über 50% mehr Deals abzuschließen, als wir es ohne Zapier tun würden. Es ist ein Schlüsselelement unserer Gesamtstrategie und somit auch unseres Verkaufsarguments.
Raphael BochnerGründer und CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.