Weekly digest
Ask for this when: it's the end of the week and you want to know what got done and what's still hanging.
"Give me my weekly digest." "How did this week go?" "Friday summary, please."
What it shows you
A screen or less:
- Done this week, through the assistant: emails filed, time entries created and the hours they add up to, emails sent, calendar entries added, and anything you undid. Then one line for the month so far - entries, hours captured, emails filed - so the week sits against the month. Hours are the durations you gave when the entries were made; it never estimates.
- In Clio this week: every time entry you recorded, however you made it - entries, hours, and the billable amount, Clio's own numbers - so what went through the assistant sits against the whole week.
- Still open: emails not yet in Clio (with mail from non-contacts counted separately), possible missing time by matter, and matters that have gone quiet (the count, and the longest-quiet couple by name) - and for the longest-quiet one, an offer to draft a check-in email to the client. On a busy week this works from counts, the most recent unfiled emails and the most recent possibly-missing-time items, saying "and N more" rather than listing every one - ask for email filing review or billing review for the full list.
- The three to five things most worth a look before the weekend, named.
Then it asks what, if anything, you want to do before the week ends.
What it can't do
- The "done" numbers count what went through the assistant on this computer. Filing you did in Clio by hand isn't in them; time you entered in Clio by hand is in the "in Clio this week" line, and anything still open comes from Clio directly.
- It takes no action. Anything you want done hands off to the filing or billing review.