← 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 11 months
Tasks 218
Meetings 3

Recently touched

  • 2026-07-07 Update Clockodo steps in Make to new API version Open
  • 2026-07-04 Explore DocuSign integration options for handling variable agreement terms Frozen
  • 2026-07-02 Invoice titles wrong for Flatrate products (shows month, not flatrate name) Done
  • 2026-07-02 Custom field not showing in invoice email — help Barbara Done
  • 2026-07-02 Invoice title: product name duplicated for Flatrate deals whose project name already contains it 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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