Matter Profitability & Unbilled Time Alert System
A done-for-you law firm automation built for the Attorney, connecting Clio, Slack, and Airtable so the work below happens on its own.
What this automation does, step by step
At the end of each week, this automation pulls every open matter the attorney has billed time to, compares total time captured against the retainer balance or budget estimate, and delivers a per-matter profitability summary.
Matters where time captured is tracking to exceed the budget by more than 20% receive an immediate flag so the attorney can have a scope conversation with the client before the overage becomes an invoice dispute.
Unbilled time sitting more than 10 days without being applied to an invoice triggers a reminder, because time that isn't captured quickly is time that disappears permanently.
- Practice management/billing software (e.g., Clio or TimeSolv)
- Zapier or Make.com
- Google Sheets or Airtable (profitability summary)
- Slack or email (weekly alert delivery)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done by hand, this depends entirely on an attorney remembering to check in, update records, and follow up, with no safety net if something slips. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Invoices generated the moment a job or milestone completes
- Polite, escalating payment reminders that run on schedule
- Failed payment recovery for subscriptions and memberships
- Expense, commission, and reconciliation work handled automatically
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