1.Monitors new matter activity
Integrate Clio and time entry mapping tools to trigger on new matter activity and capture duration, activity note, and matter context.
Create activity and hours lists from matter logs
Automatically monitor new matter activity and time entries across Clio and Zapier. Create and update activity list entries and hours list entries when new matter activity, time entry added, or duration logged—so you can filter billable work, speed up billing review, and avoid manual billing prep.
How this automation streamlines billing review lists
When new matter activity arrives, billable work can get delayed and time entries can be misfiled. This automation triggers on Clio activity, filters for billable attorney and matter context, and appends activity and hours lists—so your team can review time faster.
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2.Filters for designated attorney
Integrate Filter by Zapier and billing rules to continue only for billable entries that match the designated attorney and a present matter.
Filter von Zapieror swap with your favorite app
3.Appends activity list entries
Integrate Storage by Zapier and list storage tools to append a combined activity description into the activity review list.
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4.Appends hours list entries
Integrate Storage by Zapier and billing tallying tools to append rounded duration as a numeric value into the hours review list.
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Accelerate client billing with automated time capture, invoice routing, and hours tracking
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
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