← Embark Law
CRM Project

Embark Law · Support 2025

How Metawork built a fully automated client mandate and billing system for a Swiss law firm — connecting Pipedrive CRM, Clockodo time tracking, and Bexio accounting from intake to invoice. ~1,057 hours delivered.

Duration 10 months
Tasks 208
Meetings 3

Recently touched

  • 2026-05-31 Flatrate/Pauschale profitability stats in Pipedrive (existing data, no new products) Open
  • 2026-05-31 Explore DocuSign integration options for handling variable agreement terms Open
  • 2026-05-30 Deals + Projects: Financing projects Backlog
  • 2026-05-30 Invoice titles wrong for Flatrate products (shows month, not flatrate name) Open
  • 2026-05-30 Extend Make invoice scenario: write Work value (unbilled hours × EMBARK.flex rate) to flatrate invoice deals Open

Other projects in this case study

  • Bexio

    Full two-way integration between Pipedrive and Bexio (Swiss accounting software). Invoices are created, tracked, and reconciled automatically — no manual data entry between the CRM and accounting…

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  • Clockodo

    Integration between Pipedrive and Clockodo (time tracking software used by the Embark Law team). When a new client mandate is opened in Pipedrive, the corresponding Clockodo project structure is…

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  • Pipedrive Onboarding

    Initial CRM setup for Embark Law, a Swiss law firm. Pipedrive for client and deal management, with data structure and field mapping designed from the ground up to support downstream automations with…

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