Time Tracking Software That's Automatic

Co-Hosted Webinar with Clio: Time Capture Integration Demo

We co-hosted a webinar with Clio to introduce our new Chrometa-Clio time capture integration.  Here’s the video recording (with full setup instruction beneath the video):

Chrometa and Clio from Clio on Vimeo.

Enable the Clio Integration

Go to Account – Integrations within Chrometa.  Click the Clio link, then Connect.

You’ll be redirected over to Clio, where you can login and connect your account.

Select Yes, Let’s Connect:

You will then be redirected back to Chrometa, with a message at the top of your screen confirming the successful connection.

Click the projects page link at the far-right to import your projects from Clio.

Importing Your Project (Client & Matter) List From Clio

Click the projects page link at the far right of the message above to visit the Projects tab in Chrometa. In the top-right, you will see a Sync With Clio button.  Click this to import your project list from Clio into Chrometa.

Click the Sync With Clio button to import your project list from Clio into Chrometa.

Going forward, you use this Sync button within Chrometa to makes sure that your project list is in sync with what you have in Clio.  Just click it after you make changes within Clio to assure both project lists are in tandem.

(No existing Chrometa projects will be overwritten – new projects are only appended – so you don’t need to worry about accidentally overwriting your existing Chrometa project list.)

Exporting Your Chrometa Timesheet to Clio

Once you have your Timesheet completed in Chrometa, you can export it to Clio with a single click.  (More on Chrometa Timesheets here).

To export your entire Timesheet, click the Export to Clio button located to the right of the Timesheet header:

To export one project at a time to Clio, mouse over the settings menu to the right of the project name, and select Export to Clio

Your time entries will be ported over to Clio, with the Annotation field from Chrometa becoming the Description in Clio.  (More on Annotations here).

If you’re like most solo and small firm attorneys we know, you probably just want to make sure you capture all of your time, bill for it, and manage your practice without any headaches. You want your practice to “just work!”

Starting today, you can — using a new integration between two of the hottest products for solo and small firm attorneys.

Many of you are familiar with my company, Chrometa — our product helps you capture all of your billable time by acting as your personal timekeeper, so that you don’t have to constantly hit a start/stop timer, or enter your time manually as you go.

I’m pleased to announce that we’ve partnered with small law firm practice management system Clio to deliver a seamless time capture and practice management tool to solo and small firm attorneys.

In case you missed TechnoLawyer NewsWire’s coverage of our products, please see these recent articles now…

• Clio: Practice Management for Solo and Small Firms

• Chrometa: How to Track Your Billable Time Without Writing it Down

HOW CHROMETA AND CLIO MAKE YOUR LAW PRACTICE “JUST WORK”

When managing your practice, you want it to just work. With the new Chrometa-Clio connection, you’ll:

• Use Chrometa to capture all of your billable time – including email — without a lame start/stop timers.

• Import your time entries into Clio, an elegant practice management and bill creation system designed for solo and small firm attorneys.

HOW TO GET THIS KILLER INTEGRATION GOING IN JUST MINUTES

If you already use both Chrometa and Clio, simply enable this new export in Chrometa by going to: Account / Integrations / Export to Clio.

If you use Clio but don’t yet use Chrometa, sign up for Chrometa now for free and start capturing your billable time automatically on your Mac and/or PC. Then just use the above instructions.

If you use Chrometa but don’t yet use Clio, sign up for Clio now for free and start managing your contacts, calendar, and tasks online and offline on your Mac, PC, iPad, and/or smartphone with seamless synchronization. Then just use the above instructions.If you don’t use either:

Sign up for Chrometa.

And then sign up for Clio.

There’s no charge to try them.

Clio and Chrometa: A co-hosted webinar from Clio on Vimeo.

Last week, we co-hosted a webinar with our friends at Clio to demo our new automatic time capture integration.

Here’s the full webinar recording, for your viewing pleasure:

The New Chrometa-Clio Time Capture Integration

We’re excited to announce that we’ve partnered with Clio to deliver a seamless time capture and practice management experience for solo and small firm attorneys.

You can now let Chrometa capture and categorize your time automatically, and then port these time entries directly into Clio with a single click.

How to Enable the Clio Integration

Within Chrometa, go to the Account – Integrations tab, and select the Clio Integration option from the drop down menu.

Click Connect to hook up your Clio account with Chrometa.

You’ll be redirected over to Clio, where you can login and connect your account.

Select Yes, Let’s Connect:

Sync Up Your Clio Matter (Project) List

Next you’ll be redirected back to Chrometa, with a message that you’ve connected your Clio account, and that you’re ready to import your Matters from Clio via the Project tab in Chrometa (we call Matters “Projects” in Chrometa).

At the top of the page, you’ll see a new Sync With Clio button. Click this to import your clients and matters from Clio (they will be created as Clients and Projects in Chrometa).

Chrometa will pull in any Clio matters that are not yet present within Chrometa. No existing Chrometa projects will be overwritten – new projects are only appended – so you don’t need to worry about accidentally overwriting your existing Chrometa project list.

Use Chrometa to Capture, Categorize, and Annotate Your Time

Now you can use Chrometa to:

• Capture your time passively as you work
• Categorize these time entries to your Clio Matters
• Annotate (and combine) time entries (to provide additional details and combine like annotations)

Export Your Time Entries to Clio

Once you have your time entries categorized, you can send them across the wire to Clio from the Time – Summary view. First, select your project(s) to export:

Then click the Export to Clio button:

Some quick notes and tips:

• The time range selected using Chrometa’s date filter can be used to send multiple days’ worth of time entries across to Clio.
• Chrometa will group all time entries by annotation (like annotations will be combined into one entry), and will split the entries into a total by day (if multiple days are selected).
• Only time entries that have been categorized to a project will be sent across to Clio. Uncategorized time will not be sent.
• For entries that are not annotated, you can give them a default annotation before selecting Begin Export (see window below).
• Finally all time entries sent to Clio are appended to your list of Billable Activity for each matter. We do not replace any entries that already exist in Clio.

Feedback Welcome

We collaborated closely with our friends at Clio to deliver as seamless an integration as possible. We welcome and appreciate your feedback and suggestions on this process.