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CRM Legal Services

Embark Law

Embark Law is a Swiss law firm whose team used to set up clients and prepare monthly bills across separate tools. New client work now creates matching time tracking records automatically, and monthly hours become reports and invoices sent to clients.

Key Outcome

Client setup, time reports and monthly invoices run together across Pipedrive, Clockodo and Bexio.

Tracked hours
442
Tasks
367

Tracked hours by project, as a share of the client total

Tools used

  • Pipedrive
  • Make
  • Bexio
  • Clockodo

What we built

  1. 01

    New client work

    Opening client work in Pipedrive automatically creates the matching Clockodo project and Bexio contact.

  2. 02

    Time reports

    Recorded hours become monthly PDF reports with daily totals and activity breakdowns.

  3. 03

    Monthly invoices

    Monthly billing creates Bexio invoices from agreed retainers or recorded hours and sends them with the time reports.

  4. 04

    Payment updates

    Paid invoices automatically update the matching Pipedrive record.

  5. 05

    Expenses

    Supplier bills are brought into Pipedrive and linked to the relevant client for onward billing.

  6. 06

    Problem alerts

    Interrupted billing steps leave a note on the affected sales record so the team can act.

Embark Law is a Swiss law firm whose team used to set up clients and prepare monthly bills across separate tools. New client work now creates matching time tracking records automatically, and monthly hours become reports and invoices sent to clients.

Projects

  • Billing and Reporting Support

    This project maintains the monthly billing and time reporting process. It keeps invoice details consistent between Pipedrive and Bexio and adjusts Clockodo reports when billing requirements change.

    Read case study

  • Bexio Billing Automation

    The team can prepare invoices from Pipedrive without copying client details into Bexio. Payments update the sales record automatically, and supplier bills stay linked to the client they belong to.

    Read case study

  • Clockodo Time Reports

    New client work in Pipedrive creates matching Clockodo projects automatically. Recorded hours become monthly PDF reports that clients receive alongside their invoices.

    Read case study

  • Pipedrive Onboarding

    The law firm manages new enquiries, active client work and billing in Pipedrive. Client and billing details are kept ready for the automatic setup of time tracking and invoices.

    Read case study

Recently touched

  • 2026-11-08 Update Clockodo steps in Make to new API version Open
  • 2026-10-29 Rechnungsemail-Versand: Automation & Support Inquiries Done
  • 2026-10-29 Study and understand the Embark Clockodo scenarios in Make Done
  • 2026-10-01 Rechnungsemail-Versand Automation & Pipedrive/Clockodo Anfragen Done
  • 2026-06-22 Forwarded: Weiterverrechnungs-Belege (re-billing receipts) Done