1.Monitor new list item rows
Integrate Microsoft SharePoint and spreadsheets to catch new intake list rows so you can trigger billing processing.
Create billing time and expense entries from intake list
Automatically watch for new item rows in Microsoft SharePoint intake lists across Legal operations apps. Create and update time and expense records when intake rows get added, time type is detected, or expense type is detected—so you can create entries, standardize dates and amounts, and post charges without manual data entry.
How this automation creates billed time and expense entries
When new item rows land in your Microsoft SharePoint intake list, delays can slow invoicing and cause billing mismatches. This automation filters qualifying billing rows and extracts details, then looks up contacts and matters and creates or posts the corresponding time entry or expense record—so your team can invoice faster.
Microsoft SharePointor swap with your favorite app
2.Filters for qualifying billing rows
Integrate Filter by Zapier and rule logic to continue only for qualifying billing rows so you can route time vs expense.
Filter von Zapieror swap with your favorite app
3.Extracts charge values and dates
Integrate Formatter by Zapier and data parsing tools to extract numeric charges and standardize entry dates so mapping stays consistent.
Formatter von Zapieror swap with your favorite app
4.Finds contact and matter
Integrate PracticePanther Legal Software and practice records to look up contacts and matters so you can stop on missing matches.
PracticePanther Legal Softwareor swap with your favorite app
5.Creates time or posts expense
Integrate PracticePanther Legal Software and billing records to create time entries or post expense records so charges get invoiced promptly.
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