1.Monitors new time entry
Integrate Clio and matter records to detect new time entry posts and route it into coverage handling.
Mark covered time, update matter totals, notify clients
Automatically monitor new time entries in Clio across coverage and billing tools. Notify clients when remaining covered hours are low, patch covered activity pricing and notes, and update matter covered-hours totals without manual coverage checks.
How this automation protects your coverage billing
When time entries post without coverage handling, invoices and totals can be wrong and clients get unclear statements. This automation finds matters, calculates covered hours, patches pricing and updates totals, then sends notificationsβso your team responds fast without manual recalculation.
Clioor swap with your favorite app
2.Finds matter by ID
Integrate Clio and client data to map the activity matter reference and load coverage fields and contacts for the entry.
3.Filters eligible covered entries
Integrate Filter by Zapier and billing rules to check time entry type, covered status, and billing eligibility before continuing.
Filter by Zapieror swap with your favorite app
4.Calculates covered hours totals
Integrate Formatter by Zapier and time conversion tools to sum minutes or hours and output updated covered-hours totals.
Formatter by Zapieror swap with your favorite app
5.Patches pricing and totals
Integrate Webhooks by Zapier and API calls to set activity price to 0, append covered notes, and update coverage totals.
Webhooks by Zapieror swap with your favorite app
6.Sends low-coverage client notice
Integrate Gmail and email templates to notify clients when remaining covered hours are at or below the threshold.
Gmailor 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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