1.Detects new action created
Integrate Actionstep and legal billing workflow triggers to detect new actions and start time entry creation.
Create billable time entries from new matter actions
Automatically detect new action created events in Actionstep across legal operations. Create and enrich time entry records when qualifying matter actions arrive, so you can calculate rates, attach entries to matters, and bill faster without manual billing edits.
How this automation creates billable time entries
When new Actionstep actions are created, delays can slow invoicing and cause time entry errors. This automation delays, retrieves data, parses details, calculates rates, and creates time entry records—so your team can invoice without manual edits.
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2.Delays for 30 seconds
Integrate Delay by Zapier and workflow timing tools to delay processing and allow related data to settle.
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3.Retrieves fee collection values
Integrate Actionstep and matter records tools to retrieve fee, subtype, and description values tied to the matter.
4.Parses and normalizes action data
Integrate Code by Zapier and data transformation tools to parse the response into cleaned numeric values and a combined description.
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5.Calculates final rate from subtype price
Integrate Formatter by Zapier and lookup and math tools to produce the final rate value from subtype pricing.
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6.Creates billable time entry
Integrate Actionstep and time entry record tools to create the time entry linked to the same matter and owner.
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Create billable matter time entries from desktop time tracking
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Create billable time entries from notice emails for matters
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Create billing time and expense entries from intake list
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Create matter expense record from new client booking
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Create matter time entries from incoming client messages
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Create short billable time entries from client communications
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Create time entries when tasks are marked complete
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Send client retainer balance notice and attorney reminder
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Send payment received notification to firm billing and intake
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Accelerate billing cycles with automated time capture, invoice routing, and payment updates
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Paso 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Paso 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Paso 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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