Clio Timekeeping is an AI-powered feature that automatically captures your billable activity and prepares draft time entries for you to review. This article explains how to review those suggested time entries, make corrections, and add them to a matter so you can bill for them.
Note: Clio Timekeeping needs to be set up before it can create time entries. To get started, see Enable Clio Timekeeping in Clio Manage and Set Up Clio Timekeeping in the Clio Desktop App.
As you work, Clio Timekeeping creates entries to track the work you do. While you are working outside of the web app, for example in your email, it may make a determination about the matter that the work is relevant to using names, email addresses, and other information available. At a regular interval, you can review the list of these entries to make any needed corrections and to decide which ones should be added to a matter as a time entry that you can then quickly and easily bill for.
Note: You will only be able to view and review your own time entries created by Clio Timekeeping. There may be a delay of about 15 minutes between your activity and its suggested time entry appearing.
Review and add suggested time entries
To review and add the AI-generated suggested time entries:
- Go to Manage > Time & expenses. Alternatively, you can go to your time and expense entries directly from the Clio Desktop App by clicking View entries.
- Select the Your timekeeping subtab.
- Optional: For a time entry line item, click the edit icon (pencil) in any column where it is available to make adjustments to the entry's details.
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Optional: Click Details to a time entry line item to view more details of work that that entry is comprised.
- To delete one of the "parts" of the entry, click the more icon (vertical ellipses icon) then click Remove from entry.
- To delete several of the "parts" of the entry, use the checkboxes to select the parts, then click Remove from entry in the panel header.
Tip: Use the filters to select a specific application and/or minimum duration to view a subset of the parts your entry is comprised of. You can also click the more icon (vertical ellipses icon) on of the parts to view it in your timeline—a view of all activities in chronological order. - Toggle the Bill-ready column to on so that you can bill your client for it.
Tip: You can also allow Clio to automatically track calls made via Clio's mobile app. Learn more about creating automated phone logs.
Up next
- Connect Outlook and OneDrive in Enable Clio Timekeeping in Clio Manage
- Capture activity on your computer in Set Up Clio Timekeeping in the Clio Desktop App
- Learn how to add time entries manually in Time Entries