← 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 9 months
Tasks 198
Meetings 3
Looms 24

Recently touched

  • 2026-05-13 Update Clockodo steps in Make to new API version Open
  • 2026-05-07 Flat Fee monthly invoices: hours not handled correctly (billable not moved to Unbilled, entries discarded when present) Done
  • 2026-05-06 Fix: Invoices on Flat / Flex products Done
  • 2026-05-04 Fix Make scenario 8547876: WV bill selection, VAT formula & deduplication Done
  • 2026-05-04 Implement Embark tax handling: prefetch taxes; apply per line item — assigned to Oleg Ozornin 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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