1.Watch sent client emails
Integrate Gmail, message metadata, and parsing tools to monitor sent messages and pass billing-ready details to the workflow.
Create billable time entries from sent client emails
Automatically monitor sent client emails across Gmail and route qualifying messages through Zapier tools. Create and update billable time entries in Clio when sent messages match billable keywords, billable tags, or recipient domainsβso you can complete billing, capture notes, and keep an auditable trail without manual reporting.
How this automation completes your billable time entries
When sent client emails arrive without a logged record, billing can stall and audits get harder. This automation filters qualifying messages and formats dates and creates Clio time entriesβso your team can keep billing complete and auditable.
Gmailor swap with your favorite app
2.Filters billable messages
Integrate Filter by Zapier, keyword matching, and flag checks to continue only qualifying messages and ignore non-billable traffic.
Filter by Zapieror swap with your favorite app
3.Formats billing dates
Integrate Formatter by Zapier, date mapping, and billing-period rules to translate message dates into formatted entry dates.
Formatter by Zapieror swap with your favorite app
4.Creates Clio time entries
Integrate Clio and matter assignment tools to create time entries, add note excerpts, and assign entries to the right user.
Clioor swap with your favorite app
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Accelerate client billing with automated time capture, invoice routing, and hours tracking
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