1.Monitor new time entry
Integrate Timing and reporting tools to capture each session and pass duration and start time into the workflow.
Create billable matter time entries from desktop time tracking
Automatically convert desktop time sessions into matter-linked time entry fields across Timing, Formatter by Zapier, ChatGPT (OpenAI), Clio, and Microsoft Teams and Microsoft Outlook. Create and update billable entries when time entry arrives, session ends, or project reference is presentβso you can calculate billing quantity, classify billing categories, and create Clio records without manual review.
How this automation creates billable time entries in Clio
When a new desktop time session starts, delays can cause billing gaps and extra reconciliation time. This automation uses Timing to capture entries, then formats duration, classifies billing, creates Clio matter time records, and notifies staff on missesβso you can bill faster.
Timingor swap with your favorite app
2.Calculate billable quantity
Integrate Formatter by Zapier and analytics tools to calculate duration and rounding rules and to map minutes to billing quantity.
Formatter by Zapieror swap with your favorite app
3.Classify activity billing category
Integrate ChatGPT (OpenAI) and classification tools to generate a billing category from the title and notes for the entry.
ChatGPT (OpenAI)or swap with your favorite app
4.Find matter and create time entry
Integrate Clio and matter records to match the matter by project reference or title and to create time entry details.
Clioor swap with your favorite app
5.Notify team about missing matter
Integrate Microsoft Teams and internal messaging tools to alert your team channel when no matter match is found.
Microsoft Teamsor swap with your favorite app
6.Email billing miss summary
Integrate Microsoft Outlook and email workflows to send a concise session summary for manual follow-up when no matter is found.
Microsoft Outlookor swap with your favorite app
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Explore all legal billing management automations
Accelerate billing cycles with automated time capture, invoice routing, and payment updates
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