Metabrain
MetaPipe
MetaHub
Pipedrive 
HubSpot 
Make & Integrations 
Company Brains (MCP) 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.
What was built
- Set up sales stages from first enquiry through client work to invoicing.
- Import existing client contacts from Bexio.
- Record the billing language, tax details and client references needed for invoices.
- Support both fixed retainers and billing for recorded hours.
- Prepare contract templates and automatic updates between sales stages.
Recently touched
- 2025-08-22 Data Definiton and mapping Done
- 2025-08-12 implement Pipedrive field requirement changes for deals Done
- 2025-08-12 Implement default 1-month end date for fixed-price projects Done
- 2025-08-12 Check Logins for production Clockodo + make a test request Done
- 2025-05-22 Pipedrive Source Channel & Onboarding Done
Other projects in this case study
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 studyBexio 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 studyClockodo 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