1.Catch new communication
Integrate Clio and communication tracking tools to detect new inbound or internal communications and use the communication date for entry timing.
Create short billable time entries from client communications
Automatically monitor new communications in Clio across legal billing and case tracking. Create and update time entries when inbound communications arrive, authors map to users, or matter references link—so you can capture billable work, assign owners, and attach notes without manual entry.
How this automation captures billable time from messages
When new communications arrive in Clio, delayed or missing entry capture can hurt billing accuracy. This automation finds the correct owner and creates time entries tied to the right matter and entry date—so your team bills faster.
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2.Find user by author name
Integrate Clio and user directory tools to search users by message author name and map the author to the correct owner.
3.Create time entry
Integrate Clio and billing systems to create time entry notes, set a default duration, and link to the right matter, owner, and rate-based price.
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