← Embark Law
CRM Project

Embark Law · Support 2025

Embark Law is a Swiss law firm for whom Metawork built a fully automated client mandate and billing system connecting three platforms: Pipedrive (CRM), Clockodo (time tracking), and Bexio (accounting). The system handles the entire lifecycle from new client intake to monthly invoice delivery with minimal manual intervention.

Duration 8 months
Tasks 195
Meetings 3
Looms 24

Recently touched

  • 2026-04-22 Fix Make scenario 8547876: WV bill selection, VAT formula & deduplication In Progress
  • 2026-04-21 Invoices: update from my side Done
  • 2026-04-21 Fwd: Rechnungen: Update von meiner Seite In Progress
  • 2026-04-21 Fwd: Invoices: Update from my side Open
  • 2026-04-21 Explore DocuSign integration options for handling variable agreement terms 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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