With Clio Timekeeping, powered by Manage AI, you can ensure that the time you spend reading and responding to matter-related emails in Outlook or working on documentation in OneDrive do not go unrecorded. Clio Timekeeping works in the background, tracking your time spent on emails in one-minute increments so that you can easily review, then log this time to the relevant matter.
Enable Clio Timekeeping in Clio Manage
To use Clio Timekeeping, first set up your Clio Outlook Add-in and/or OneDrive integration.
- Go to the main Activities tab.
- Select the My time entries subtab.
- Click Manage integrations.
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Toggle the relevant integration(s) to on.
Note: You may have to sign in again to Outlook/OneDrive.
Once you have enabled Clio Timekeeping for these integrations, you can continue doing your work like reading and drafting documents and emails. The feature will automatically detect and create a time entry for you to review and add to a matter.
Enable Clio Timekeeping for desktop
With Clio Timekeeping for desktop, you can track even more of your time. Over and above tracking time in the app or while using systems you integrated with in Clio Manage, the desktop app uses AI to suggest time entries spent outside of these systems on your matters. You can then review these entries and log them to the relevant matters, ensuring all billable time is accounted for and tracked unbillable time ensures accurate reporting for the firm.
If you are already using Clio’s Desktop app, launch the app, and then, in the Timekeeping section, click Set up. Otherwise, install the desktop app and then click Set up Timekeeping to get started. During set up you can select which days and hours you want the desktop app to capture activities.
Review auto-generated time entries
As you work in Outlook, OneDrive, and/or on other systems on your desktop, Clio Timekeeping creates entries to track the work you do. It makes a determination about the matter that the work is relevant to using names, emails, and other information available in your emails and documents. 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.
To review and add the AI-generated suggested time entries:
- Go to the main Activities tab.
- Select the My time entries subtab.
- Optional: For a time entry line item, click the edit icon (pencil) in the Actions column to make any adjustments to the entry, then click Save.
- Toggle the Bill-ready column to on. This will add the time entry to the matter’s Unpaid bills.