Billing review

Ask for this when: you want to check whether you've captured all your billable time, have a nagging feeling you forgot to log something, or want to log a time entry for something it found.

"Check my billing for missing time." "Did I forget to bill anything this week?" "Billing gap check, please."

What it shows you

The assistant compares your recent work - both emails and calendar meetings - against the time entries already in Clio, and groups the result by matter:

• Possibly missing time - substantive activity on a matter/date with no matching time entry. This is the actionable list.
• Likely covered - a time entry already exists for that matter and date. Shown only briefly, since there's nothing to do here.

It's smart about volume, not just presence: if you had three separate emails on a matter that day but only logged one time entry, it flags the other two as possibly missing - one logged entry doesn't automatically cover everything that happened that day.

Only your own time entries count. If someone else at the firm - a paralegal, another attorney - logged time on the same matter that day, that entry doesn't cover your work: the item still shows as possibly missing, with a note that a colleague logged time on that matter that day.

A hearing, deposition, or mediation on the matter's calendar in Clio counts too, once it has happened: if there is no time entry on that matter that day, it shows as possible missing time. Deadlines, due dates, reminders and out-of-office blocks on Clio's calendar don't count, since they aren't something attended.

A day's email thread on a matter shows as one item, however many replies it had - that's one piece of work, logged once.

A calendar meeting counts as evidence the same way an email does - if a meeting's attendee is a known Clio contact and there's no matching time entry, it shows up here too.

"How much did I bill last week?"

Ask that, or "what did I log this month", and it adds up your own time entries in Clio for the period - how many, the hours, the billable amount, how much of it is already on a bill and how much isn't on one yet - by day and by matter. Every entry in Clio counts, whether you made it in Clio, on your phone, or through the assistant. The numbers are Clio's own; it never estimates, rounds up, or tells you what a client owes.

What it can't do

• It never tells you how much to bill. No minutes, no hours, no dollar amount - it flags that something might be missing and leaves the actual judgment call entirely to you.
• It only sees email and calendar meetings - not phone calls with no calendar entry and no email trail. If your missing time was a call that never touched your calendar or inbox, this tool has no way to see it.
• "Covered" only means something was logged, not that the amount billed was right. A time entry existing doesn't mean it captured the full amount of work.
• It can miss things when the matter itself is unclear - if an email or meeting doesn't clearly resolve to one matter, it's left out rather than guessed at. If something you expected to see is missing, that's usually why.
• Logging time is one sentence. "Log 12 minutes for the Appleton one and 6 for each of the other two." It already knows the matter, the date, and who each item was with, and it suggests bill wording from that ("Correspondence with Jordan Smith re: lease renewal terms"). It shows you the whole list as one proposal - matter, date, minutes, wording, billing code, rate - waits for one yes, and creates them all. Change any wording or detail and it shows you a fresh list.
• Read the suggested wording before you say yes. It is built from the matter and the kind of work, or from the email's or meeting's subject line when that line is short and plain - and the proposal tells you which, since a subject line is the other person's words, not yours.
• Your words go on the bill as you said them. The suggestion is offered as it is, never dressed up into formal billing language. For substantive work - drafting, research, a negotiation - it asks how you would describe it rather than writing a description for you, and whatever you dictate is used word for word, apart from an obvious typo.
• It never decides the duration. It won't propose a number of minutes, ever; if you don't say how long for an item, it asks. And it only creates entries after you've seen the list and said yes.
• It remembers what you billed. Once you've logged time for an item, the next review shows that item as covered, not a different one that happened to be on the same day.
• Bounces and auto-replies don't count. Automated mail never shows up as possible missing time.
• It learns your billing code and rate once. The first time it logs time for you it asks which of the firm's billing codes you usually use and what hourly rate, then uses those on every entry until you say otherwise. You can name a different code or rate for any single entry.
• Made a mistake? Say so. A time entry it created can be removed: "undo that entry." It shows you what it will remove and waits for your yes.
• The description is yours, and it stays clean. It describes the legal work and never mentions Clio, Claude, or an AI assistant - the system refuses a description that does, since it goes straight onto a bill. Ordinary words are fine: "executive assistant," "AI licensing agreement," and the like pass.
• Ask for the period you mean. "This week" or "the last three days" narrows the review instead of showing 90 days.
• Totals are what is in Clio. If your account hides an entry's time or amount from you, it is counted as an entry and adds nothing, and the summary says so. Billed means on a bill awaiting payment or paid; what a client has actually paid is a question for Clio's reports.