← 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 12 months
Tasks 224
Meetings 3

Recently touched

  • 2026-08-14 Clockodo billability default for Flat Fee (Fixed Price) projects Frozen
  • 2026-08-14 Broken Pipedrive automations: diagnose and advise (client edits them) Frozen
  • 2026-08-14 Barbara emails triage August 2026: Clockodo billability, duplicate product, broken PD automations Frozen
  • 2026-08-13 Update Clockodo steps in Make to new API version Open
  • 2026-07-13 Deals + Projects: Financing projects Backlog

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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