The WiseTime for Clio Connection gives attorneys time for more by taking timekeeping off their to-do list. The WiseTime app works by capturing the attorney’s activity as they work, without interrupting their workflow. No manual entry or start-and-stop timer required. With Clio connected, matter ID’s are automatically detected so time can be sent directly to Clio, ready to be invoiced.
The Clio Connection is available as part of the Professional and Enterprise Plan. If you wish to upgrade from a legacy plan to have a connector, please contact support@wisetime.com.
Below are the sections covered in this help guide:
- Connecting WiseTime to Clio
- Re-authenticate your WiseTime to Clio Connection
- Connector Settings
- Using WiseTime with Clio
Connecting WiseTime to Clio
To connect WiseTime to Clio, you must use an existing email address that has administrator access in your Clio account and matches your email in WiseTime. While any administrator can authenticate the connection for your whole team, we recommend using the primary administrator's actual email address.
Please note: Only one user with administrator privileges in Clio needs to create the connection for all users to be able to use WiseTime with Clio. The email used for authentication must be a real, accessible email address that is also registered as an administrator in your Clio account.
Once you have set up the WiseTime account for your authentication user you can create your Clio Connection.
Follow the steps below to set-up your Connection:
- Go to the Timeline at wisetime.com/timeline
- Click on "Settings" from the left-hand menu and select "Team Settings"
- Scroll down to 'Connections', and click on "New Connection"
- Then use the dropdown menu to select Connection Type "Clio"
- You will then be directed to Clio to authenticate your account. If you are not already logged into your Clio account, you will be prompted to log in before you can connect.
- You will then need to allow WiseTime access to connect to your Clio account:
- Once done, you will be redirected back to the WiseTime console and your new connection will appear listed under 'Connections'
Your WiseTime-Clio connection is now up and running. Please note that it may take a few minutes to sync all of your matters from Clio.
Note: either the email address used when registering to WiseTime or the 'external user id' must match the email address used in Clio for the user to be able to post time.
Re-authenticate your WiseTime to Clio Connection:
After you create your connection, you can re-authenticate the connection (1) here at any time. This may be necessary if your Clio connection is lost due to an issue with your Clio subscription, or if the user who initially authenticated the connection has left your WiseTime team. Below are step-by-step instructions to help you through this process:
Connector property settings:
The connection settings below can be used by system administrators to manage advanced properties for your connection. Please note that these are optional settings and are not required for the connection to function.
Available properties to configure:
- ADD_SUMMARY_TO_NARRATIVE (2) can be set as TRUE or FALSE. It determines if the summary of your narrative will be sent to your connected system by default. If TRUE is selected, then it will add to your narrative the total worked time, total chargeable time and experience weighting (if less than 100%).
- ACTIVITY_TYPES_NON_BILLABLE (3) is a comma-separated list of activity types that should be posted with the non-billable option in Clio. The activity types noted in this section will not show on the invoice. Please see the full article here.
- SHOW_CLOSED_CASES (4) The default value for this setting is FALSE. can be set TRUE or FALSE. If marked FALSE, WiseTime will not import the matter IDs of Clio matters marked as 'Closed'. Correspondingly, WiseTime will not automatically tag any time rows to a closed case.
- NON_BILLABLE_ACTIVE_TYPES_SHOWN_ON_INVOICE (5) is a comma-separated list of activity types that should be posted with the non-billable option in Clio. The activity types noted in this section will show on invoice for billing. Please see the full article here.
Clio Matter Permissions and Rates
In Clio Manage, you can specify whether a matter is visible only to you, all firm users, and/or a group of firm users using matter permissions, and you can add billing rates specific to matters that you work on.
If you are using matter permissions feature - make sure that user that authenticates WiseTime is member of every group. Otherwise you will only be able to tag and post to matters that are visible to the user that created the connection.
To learn more about Clio Matter Permissions, click here.
Using WiseTime with Clio
WiseTime for Clio will do wonders for your efficiency
WiseTime is for attorneys with more important things to do than timekeeping. We know the trouble of losing time because you were too busy to record it.
WiseTime relieves you of the need to remember your time, or press start and stop on a timer. WiseTime passively captures your activity while you work and collates it in a private timeline, ready to review.
Imagine never having to manually record a minute, and still reaching 5 o’clock with a detailed draft of your day’s activity.
Your Clio Matter IDs are automatically identified
With WiseTime connected to Clio, your matter IDs are synced directly from Clio to WiseTime. This means any Clio matter IDs that appear within your activity timeline are automatically recognised by WiseTime as tags.
WiseTime uses the title of your active window so that any document or email that you work on with the matter ID present in the document name or subject line will be automatically assigned to the correct matter.
Send your activity seamlessly to Clio
Everything in your timeline is 100% private to you, so you can review your day’s work, assign any additional matter IDs to an activity or add descriptions before you choose which activities to send to Clio. With Clio connected, you can even assign charge codes to your activity from within WiseTime, so that all your activity is ready to be invoiced when you send it to Clio.
Effortlessly create detailed invoices
With WiseTime as your memory, you won’t miss a minute and your timekeeping will be detailed and meticulous – all without any manual input from you. Now you can easily send clients invoices that show them exactly where your attention was.
Bill faster and bill better with WiseTime connected to Clio.