1.Monitors new notice emails
Integrate Gmail and email inbox label rules to watch for notice emails and deliver the email content to AI for extraction.
Create billable time entries from notice emails for matters
Automatically monitor new notice emails across Gmail and Clio. Create and update billable time entries when notice emails arrive, label matches occur, or inbox searches find emailsβso you can create time entries, link them to matters, and set billable flags without manual billing entry work.
How this automation creates billable time from notice emails
When notice emails arrive but billable details stay unprocessed, timekeeping falls behind and invoices lose accuracy. This automation monitors notice email signals, parses case details, looks up matters, and creates billable time entriesβso your team can bill faster.
Gmailor swap with your favorite app
2.Parses the email for billing details
Integrate AI by Zapier and email text parsing tools to extract a normalized case reference, filing date, and description with confidence flags.
AI by Zapieror swap with your favorite app
3.Finds the matching matter
Integrate Clio and legal database lookup tools to search matters by case reference and return the matter ID or review path.
Clioor swap with your favorite app
4.Creates a billable time entry
Integrate Clio and legal billing automation tools to create a time entry with the parsed date, note, billable flag, and default quantity.
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