1.Captures incoming call details
Integrate Quo and call recording tools to capture caller number, recording link, timestamp, duration, and transcript to log the call.
Create call log and billable time for matters
Automatically monitor incoming call completed events across Quo and your legal practice system. Create call summaries and match matters, then post communication notes and billable time entriesβso you can avoid manual call logging, transcript cleanup, and time entry errors.
How this automation creates billable time from calls
When incoming calls complete, delays can lead to missed billable time and incomplete case notes. This automation captures call transcripts and durations, finds the right matter, and creates communication and billable time entriesβso your team can charge accurately.
Quoor swap with your favorite app
2.Retrieves AI call summary
Integrate Quo and transcript processing tools to retrieve call summary and map it into communication highlights when transcript is still processing.
3.Looks up matching matter
Integrate Google Sheets and mapping tools to look up the row that matches the caller number and return the matter reference.
Google Sheetsor swap with your favorite app
4.Converts duration to billable units
Integrate Formatter by Zapier and time conversion tools to convert call duration into billable minutes or hours for the time entry.
Formatter by Zapieror swap with your favorite app
5.Creates communication and time
Integrate Clio and legal records tools to create a communication note with recording and add a matching billable time entry.
Clioor swap with your favorite app
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Explore all matter management automations
Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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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.
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.
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