• BILLING
  • AUDIT
  • REVIEW
  • SYNC

How to log billable time entries with your AI

Connect Clio once. After that, your agent handles the data entry by turning your meeting notes or call summaries into Clio records.

Ask AI about this page

Short answer

How can I log billable time with my AI?

Tell your agent about the work you just finished, and it will create the activity in Clio for you. You get a direct way to turn call summaries into precise billing entries.

Where your work lands.

The outcomes of your request.

The AI handles the heavy lifting of data entry.

BILLING

Instant time entries

The AI uses create_activity to turn your conversation notes into logged time in Clio.

AUDIT

Activity history

You can use list_activities to check what has already been logged or to verify recent entries.

REVIEW

Human oversight

You review the details the AI drafted to ensure the descriptions and durations are correct before you finish.

SYNC

Clio updates

All entries land directly in your Clio matter, keeping your billing records current without manual typing.

The workflow

What your AI does when the meeting ends.

The AI bridges the gap between your notes and your Clio records.

  1. Analyze your notes

    Your agent reads your summary of the client call to identify billable tasks.

    list_activities

  2. Verify existing logs

    The AI checks your current Clio records to avoid creating duplicate entries for the same task.

    list_activities

  3. Create the entry

    The AI sends the specific time, description, and matter details to Clio.

    create_activity

  4. Confirm completion

    The AI tells you the entry is ready, allowing you to double-check the work.

    list_activities

Try it

Copy these to start.

Use these prompts to trigger the Clio connection.

Starting points

Replace the bracketed text with your specific client name or matter details.

Clio Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_BwlcOwG9x44aEuWyMF5bptejkpGfQIEUH6UuzgKO/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Clio capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "clio-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_BwlcOwG9x44aEuWyMF5bptejkpGfQIEUH6UuzgKO/mcp"
    }
  }
}
Copy into chat04

  • Log 0.5 hours for the meeting with [Client Name] regarding [Matter Name].

  • Check my recent Clio activities for [Matter Name] to see if I logged today's call.

  • I just finished a call with [Client Name]. Create a time entry for 1 hour of legal research.

  • List all activities for [Matter Name] from this morning.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Clio once, then ask.

Log in to Clio through the secure Vinkius connection. Once it's set, your AI can start writing to your Clio account immediately.

Connect Clio to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete time entries in Clio?

    No. The AI only has the ability to list and create activities. It cannot delete or modify existing entries.

  • 02

    Does the AI create entries automatically without me asking?

    No. The AI only performs actions when you explicitly prompt it to do so.

  • 03

    Can I use this to log expenses too?

    No. This specific setup is for logging time activities. It does not have tools for expense management.

  • 04

    How does the AI know which matter to bill?

    You must specify the matter name or ID in your prompt so the AI can target the right record.

  • 05

    Will my Clio credentials be shared with the AI model?

    No. Your credentials stay encrypted and are only used by the MCP to communicate with Clio.

  • More questions about Clio? The Connector page answers them. See everything the Clio Connector can do

Connect Clio to Claude, Cursor, ChatGPT & more