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Set Up Clio Desktop App

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The Clio Desktop App lets you browse and work with your Clio documents from your computer, in its own app window. It also includes Clio Timekeeping for Desktop, an AI-powered feature that allows you to track time on your activities outside of Clio. Unlike Clio Drive, the Clio Desktop App does not add a drive to File Explorer or Finder, but instead, you simply work in the app, the same way you would on your computer. This includes viewing your matters', contacts', and firm's documents and opening files in the program you usually use to edit them.

Important: The Clio Desktop App is separate from Clio Drive and Clio Launcher. Installing the Clio Desktop App will remove Clio Drive from your computer. The Clio Desktop App provides you with the same functionality as Clio Drive via a new and improved experience.

Pilot: The Clio Timekeeping feature that forms part of Clio's Desktop App is in pilot. If you do not have access to it yet, please wait until it becomes available generally.

 

Install and open Clio Desktop App

  1. In Clio, go to Documents > Desktop access. Alternatively, go Activities, then click the settings icon and select Clio Timekeeping settings.
  2. Click the relevant install file option for your operating system (Windows or Mac).

  3. Install the app.

    Note: You may be required to sign in to Clio.

  4. Open the Clio Desktop App from the apps installed on your computer.

 

Set up the Clio Desktop App

Documents

The first time you open the Clio Desktop App, a setup screen allows you to select which matter documents you want to include.

  1. Use the checkboxes to select the types of matters you want: Open, Pending, or Closed.
  2. Click Get started.

Note: You can change this selection at any time in your Clio Desktop App's settings.

You can change which matters' documents are available in Clio Desktop App from the Desktop App Settings.

  1. In the Clio Desktop App, click Settings > Documents.
  2. Use the checkboxes to select the types of matters you want: Open, Pending, or Closed.
  3. Click Save changes.

Tip: If you want to launch the Clio Desktop App whenever you start your computer, you can enable that in your computer's system settings.

  • Mac: Apple menu in the top-left corner > System Settings > General > Login Items & Extensions. Click the add (+) icon, then choose Clio Desktop App from the list.
  • Windows: Press the Windows key + I to open Settings. Then go to Apps > Startup. Switch the toggle for Clio Desktop App to on.

 

Timekeeping

Pilot: The Clio Timekeeping for Desktop app, along with Clio Timekeeping is in pilot. If you do not have access to it yet, please wait until it becomes available generally.

Clio Timekeeping for Desktop allows you to track time on your activities outside of Clio's web app or for 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.

Turn Timekeeping on or off

  1. In the Clio Desktop App, click Settings > General.
  2. Use the Clio Timekeeping toggle to turn Timekeeping on or off.

Note: Depending on your system security settings, you may be prompted to adjust your settings or grant the Clio Desktop App certain access to your computer. On a Mac, this includes permission to use accessibility features. This allows Clio Timekeeping to capture activity in the background. Follow the on-screen prompts.

 

Set your capture schedule

  1. In the Clio Desktop App, click Settings and select the Timekeeping tab.
  2. Under Active days, select the days of the week when you want Clio Timekeeping to capture activity.
  3. Under Active hours, drag the slider to set the time window when you want Clio Timekeeping to capture activity. To capture activity around the clock, leave the slider at All day.
  4. Click Save changes.

 

Set where to capture activities

By default, Clio Timekeeping captures all activities to ensure maximum coverage of your work. You have to specifically add the apps and websites that you do not want Clio Timekeeping to capture.

  1. In the Clio Desktop App, click Settings and select the Timekeeping tab.
  2. Next to Apps and websites to exclude, click Manage.
  3. Select the Apps or Websites tab.
  4. Enter the app name or website URL and click Add.
  5. Click Close.

 

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