Case Management & Process AutomationPurpose
1.2. Ensure legal compliance and audit readiness via automated, time-stamped activity logs.
1.3. Automating accurate allocation and calculation of billable hours and resource utilization per case.
1.4. Automatically trigger time-tracking for case events: document reviews, calls, filings, court appearances, and internal meetings.
1.5. Provide automated real-time dashboards and reports for productivity, costs, and profitability analysis.
1.6. Enable automatable alerts for irregularities, overtime, or unplanned delays.
1.7. Integrate automation into invoicing and customer communication for transparency.
Trigger Conditions
2.2. Trigger automation from email/calendar events with case tags.
2.3. Automate time logs on project/case phase transitions in case management systems.
2.4. User activity automation: login/logout, task assignment, or completion triggers.
2.5. Automated triggers from mobile check-ins or geolocation events for field agents.
Platform Variants
3.1. Salesforce
• Feature/Setting: Flow Builder — automate time log creation when a case record changes; configure “Record-Triggered Flow” with custom time fields.
3.2. ServiceNow
• Feature/Setting: Business Rules API — automate “Time Card” record insertion on incident update, using GlideRecord scripts.
3.3. Jira
• Feature/Setting: Automation Rules — automate “Log Work” action on issue transition; connect to Tempo Timesheets API.
3.4. Monday.com
• Feature/Setting: Automate board recipes to create timeline entries on status or column changes per case item.
3.5. Asana
• Feature/Setting: Rules engine — automate adding time entries using integrations with Harvest API on task completion.
3.6. ClickUp
• Feature/Setting: Automate start/stop timers using API triggers on task movement or user comments.
3.7. Microsoft Power Automate
• Feature/Setting: Flow Builder — automate creation of TimeTracker entries in SharePoint on Calendar event creation.
3.8. Smartsheet
• Feature/Setting: Automated workflows to log duration values per row on “Status Changed” via integrations or Update Requests.
3.9. Zapier
• Feature/Setting: Multi-step Zap — automate time log creation in a Google Sheet or third-party system upon Gmail label/event.
3.10. Trello
• Feature/Setting: Automation (Butler) — automate comments with elapsed time on card movement; integrate with Everhour API.
3.11. Time Doctor
• Feature/Setting: Automated time tracking and reporting via API endpoint `/api/1.0/company/worklogs`; integrate with external triggers.
3.12. Harvest
• Feature/Setting: Harvest API POST `/v2/time_entries` — automate new entry creation linked to case/project ID.
3.13. QuickBooks Time
• Feature/Setting: Automated timesheet entry via API POST `/timesheets`; trigger on project task completions.
3.14. Toggl Track
• Feature/Setting: Automation via Public API `/api/v8/time_entries` to create or update time records on workflow event.
3.15. Slack
• Feature/Setting: Workflow Builder — automate time log submissions from slash commands or channel activity with webhook integration.
3.16. Google Workspace
• Feature/Setting: Apps Script automation — automate time log row creation in Sheets on Google Calendar event with case tag.
3.17. Notion
• Feature/Setting: Automate database entries using Notion API when tasks are checked, leveraging integration with third-party timers.
3.18. HubSpot
• Feature/Setting: Workflow automation — automate logging and reporting of meeting/call durations by case via custom property updates.
3.19. Freshdesk
• Feature/Setting: Automated time tracking using Time Tracking API on ticket status changes.
3.20. Oracle NetSuite
• Feature/Setting: SuiteScript/REST API — automate “Time Tracking” records when project/case tasks progress; configure via SuiteFlow.
3.21. BambooHR
• Feature/Setting: Automated time-off and work log entries via API call `/v1/employees/{id}/time-off/requests` on internal assignments.
3.22. Airtable
• Feature/Setting: Automation — script time entry creation linked to “Cases” table on form submission or update events.
Benefits
4.2. Automation increases billing precision and strengthens audit trails.
4.3. Automating real-time reporting accelerates management decision-making.
4.4. Enables automator-style oversight over resource utilization across all cases.
4.5. Supports automatable compliance and SLA enforcement via exception triggers.
4.6. Integrated automations reduce overhead and free staff for high-value liquidator activities.
4.7. Automated alerts, logs, and reports ensure transparency and client confidence.