← 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 13 months
Tasks 224
Meetings 3

Recently touched

  • 2026-09-10 Update Clockodo steps in Make to new API version Open
  • 2026-06-22 Forwarded: Weiterverrechnungs-Belege (re-billing receipts) Done
  • 2026-06-20 Flatrate/Pauschale profitability stats in Pipedrive (existing data, no new products) Done
  • 2026-06-05 Forwarded: Rebilling receipts (third-party invoices) Done
  • 2026-05-28 Barbara emails triage: invoice amount bug, stuck process, email templates, flatrate hours tracking Done

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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