← 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 215
Meetings 3

Recently touched

  • 2026-06-19 Flatrate/Pauschale profitability stats in Pipedrive (existing data, no new products) In Progress
  • 2026-06-19 Invoice titles wrong for Flatrate products (shows month, not flatrate name) Open
  • 2026-06-19 Extend Make invoice scenario: write Work value (unbilled hours × EMBARK.flex rate) to flatrate invoice deals Done
  • 2026-06-19 Backfill Work value on historical Scale invoice deals Done
  • 2026-06-19 Report 1 — Pipedrive Insights: Revenue vs Work value (Scale/Flatrate) 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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