1.Monitor Sent label emails
Integrate Gmail and email metadata to trigger on new outgoing messages and pass message date, recipients, and subject for processing.
Create billable time entries from sent reminder emails
Automatically monitor outgoing reminder emails across Gmail. Create and update billable time records in Clio when reminder emails send or subject matches criteria or messages land in the Sent labelβso you can capture auditable time notes, standardize time entry dates, and reduce manual billing entry work without manual data entry.
How this automation creates billable time from reminders
When reminder emails go unlogged, billable time records stay incomplete and billing staff lose audit-ready documentation. This automation monitors Sent email triggers, filters and formats qualifying reminders, and creates Clio time entries so your team bills faster with fewer gaps.
Gmailor swap with your favorite app
2.Continue only qualifying reminders
Integrate Filter by Zapier and validation rules to continue only when reminder criteria match, reducing irrelevant time entry creation.
Filter by Zapieror swap with your favorite app
3.Format message date for billing
Integrate Formatter by Zapier and date formatting to map message date to a formatted time entry date in your firm timezone.
Formatter by Zapieror swap with your favorite app
4.Create billable time entry
Integrate Clio and time entry workflows to create time entry records, map note details, and assign the billing 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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