1.Detect new case document
Integrate Clio and document routing workflows to detect new case documents and trigger the billing time entry creation.
Create billing time entries from new case documents
Automatically route new case documents across Clio and Zapier formatter tools. Create and update billing time entries when a new document is added, so you can capture consistent time, normalize dates, and fill entries without manual paperwork.
How this automation creates billing time entries
When a new case document appears in Clio, delays can lead to missed or inconsistent billing. This automation routes entry types, normalizes timestamps, and creates billing time entriesβso your team can avoid manual time entry work.
Clioor swap with your favorite app
2.Route document by title keywords
Integrate Paths by Zapier and document routing rules to route each document to the right entry type based on title keywords.
Paths by Zapieror swap with your favorite app
3.Normalize document created date
Integrate Formatter by Zapier and date formatting tools to normalize the document created timestamp to YYYY-MM-DD for entry date.
Formatter by Zapieror swap with your favorite app
4.Create billing time entry
Integrate Clio and time entry automation to create time entries by mapping matter, work details, duration, and notes.
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Accelerate client billing with automated time capture, invoice routing, and hours tracking
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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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.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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