1.Detect new communication
Integrate Clio and Zapier filtering to trigger time entry capture from incoming client messages.
Create matter time entries from incoming client messages
Automatically monitor new client messages in Clio across billing workflows. Create and update time entries when qualifying communications arrive or a matter reference is found or message type is identifiedβso you can capture billable minutes, attach notes, and keep matters invoice-ready without manual entry work.
How this automation accelerates invoice-ready time entry
When new communication appears, unstructured message content can delay billing and create missed billable work. This automation filters qualifying communications and finds and creates Clio time entriesβso your team can bill accurately without manual entry work.
Clioor swap with your favorite app
2.Filter to qualifying messages
Integrate Filter by Zapier and messaging rules to route only actionable communications for time entry creation.
Filter by Zapieror swap with your favorite app
3.Find matter by ID
Integrate Clio and matter lookup logic to match the communication to the correct matter before billing.
4.Branch message duration and billable flag
Integrate Paths by Zapier and billing logic to choose the duration and billable status from message characteristics.
Paths by Zapieror swap with your favorite app
5.Create time entry
Integrate Clio and time entry data mapping to create billable time entries with notes, matter, user, and date.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Gmail, Formatter by Zapier, QuickBooks Online, Lawmatics, ChatGPT (OpenAI)Swap with your favorite apps.
Add invoice payment link to matter record for billing
Your invoice emails lack matter links, forcing billing staff to hunt for payment URLs and delaying reconciliations. Save invoice payment links to matters so billing can reconcile same day.
- Apps: Timing, Formatter by Zapier, ChatGPT (OpenAI), Clio, Microsoft Teams, Microsoft OutlookSwap with your favorite apps.
Create billable matter time entries from desktop time tracking
Your tracked time often lacks matter context, causing missed billable minutes and delayed invoices. Create matter-linked time entries automatically so billing and invoicing stay current the same day.
- Apps: Actionstep, Delay by Zapier, Code by Zapier, Formatter by ZapierSwap with your favorite apps.
Create billable time entries from new matter actions
Your matter action records often lack fee and description details, causing missing time entries and delayed invoices. Get accurate time entries so invoices and reconciliations are ready same day.
- Apps: Gmail, AI by Zapier, ClioSwap with your favorite apps.
Create billable time entries from notice emails for matters
E-notice emails with filings and hearing notices delay time capture for solo legal firms. Create matter time entries from parsed case numbers and dates so billing staff can invoice promptly.
- Apps: Microsoft SharePoint, Filter by Zapier, Formatter by Zapier, PracticePanther Legal SoftwareSwap with your favorite apps.
Create billing time and expense entries from intake list
New intake billing rows leave time and expenses unrecorded and invoices incomplete. Billing and payroll stay aligned with posted charge records same business day.
- Apps: Calendly, Clio, Formatter by ZapierSwap with your favorite apps.
Create matter expense record from new client booking
When client bookings lack expense entries, your billing and matter records are incomplete. Create matter expenses on booking so invoices include charges before the next run.
- Apps: ClioSwap with your favorite apps.
Create short billable time entries from client communications
Unrecorded client emails and messages cause matter time to slip and create billing gaps. This logs short billable entries for project managers so fees are ready for the next invoice run.
- Apps: Clio, Filter by ZapierSwap with your favorite apps.
Create time entries when tasks are marked complete
Your matter tasks close without time entries, leaving invoices incomplete. Automatically create time entries when tasks finish so billing is accurate same day.
- Apps: Gmail, Formatter by Zapier, Clio, Delay by ZapierSwap with your favorite apps.
Send client retainer balance notice and attorney reminder
Retainer-zero emails in your inbox delay billing and leave attorneys unaware of payment needs. Clients are emailed immediately and attorneys get a one-week reminder so follow-up occurs promptly.
- Apps: Confido Legal, Filter by Zapier, Email by ZapierSwap with your favorite apps.
Send payment received notification to firm billing and intake
Your payment receipts from the portal often go untagged, delaying ledger entries and client confirmations. It alerts billing staff immediately so payments are acknowledged and reconciled same day.
- View all
Explore all legal billing management automations
Accelerate billing cycles with automated time capture, invoice routing, and payment updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.