The WiseTime for Clio Connector gives attorneys time for more by taking timekeeping off their to-do list. 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 inactivity so time can be sent directly to Clio, ready to be invoiced.
Connecting WiseTime to Clio
To connect WiseTime to Clio, you must first have a WiseTime account for the administrator user that will authenticate the connection for your whole team. We usually recommend setting up an email alias such as email@example.com to use to authenticate the connection.
Please note: Only one user of your Clio team needs to create the connection for all users to be able to use WiseTime with Clio. We recommend generic alias email for this, but it can similarly be the owner of the team or any other team member that authenticates the account.
Once you have set up the WiseTime account for your authentication user you can create your Clio Connector.
Follow the steps below to request your Connector. We will notify you via email once the set-up is complete and the connection is active.
- Go to the online console at wisetime.com/console
- Click on the "Team Settings" page from the left-hand menu
- Scroll down a bit, and click the down arrow next to "New Connector"
- Then click on "New Clio Connector" (1)
- A pop-up window will ask for a name for your connection, such as clio-connector.
Name your connector (2) and click create (3)
If you are not already logged into your Clio account, you will be prompted to log in before you can connect.
Your WiseTime-Clio connection is now scheduled to be provisioned. You will receive a confirmation email to inform you when the connection is set up and running.
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.
Once you have completed the above steps, we will have your request and action it accordingly. As soon as your Connector is set up and ready to use we will send you an email to confirm this.
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. 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.