Clio Timekeeping is an AI-powered feature that automatically captures your billable activity and prepares draft time entries for you to review. It captures activity from three sources: the Clio Desktop App captures what you do on your computer, the Clio Outlook Add-in captures your email activity, and the OneDrive integration captures your file activity. This article explains how to turn on Clio Timekeeping for your Outlook and OneDrive integrations in Clio Manage.
Note: To capture activity on your computer, you also need to set up the Clio Desktop App. Learn more in Set Up Clio Timekeeping in the Clio Desktop App.
Connect Outlook and OneDrive
Before you turn on Clio Timekeeping, connect your Clio Outlook Add-in and/or your OneDrive integration. Clio Timekeeping can only capture activity from the integrations you have connected.
Turn on Clio Timekeeping for your integrations
- Go Manage > Time & expenses.
- Click the settings (gear) icon, then click Clio Timekeeping settings.
- Click Connect for the relevant integration(s) to on.
Note: You may have to sign in again to Outlook or OneDrive and allow certain permissions for Clio Timekeeping to track where you work in these systems.
Once you have turned on Clio Timekeeping for these integrations, you can continue doing your work, such as reading and drafting documents and emails. Clio Timekeeping will automatically detect your activity and create time entries for you to review and add to a matter.
Up next
- Capture activity on your computer in Set Up Clio Timekeeping in the Clio Desktop App
- Review and bill the time entries Clio Timekeeping creates
- Learn how to add time entries manually