Automate your time tracking in Clio with AI agents
Swiftask transforms your daily activities into accurate time entries directly in Clio. Never lose a billable minute again.
Result:
Maximize your revenue and free your lawyers from repetitive administrative tasks.
AI Agents
clio - eu
Connector clio - eu · Secure OAuth 2.0
Manual time entry hurts your firm's profitability
In law firms, manual time tracking is a major source of revenue leakage. Between forgetfulness, approximations, and the time spent typing data at the end of the day, real profitability is often lower than capacity.
Main negative impacts:
Involuntary under-billing
Short but frequent tasks are often omitted due to lack of time to record them immediately.
High administrative burden
Lawyers waste precious hours reconstructing their work history for end-of-month billing.
Inaccurate data
Human memory is fallible, leading to errors in descriptions and durations recorded in Clio.
Swiftask deploys AI agents that capture your activities in the background and automatically create time entries in Clio. You gain precision and peace of mind.
BEFORE / AFTER
What changes with Swiftask
Traditional time management
The lawyer works on several cases. At the end of the day, they must remember every email, call, or document drafted. They spend 30 minutes manually entering data into Clio, with a high risk of omission.
Intelligent tracking with Swiftask
Swiftask automatically identifies activities linked to cases in Clio. The agent pre-fills time entries. The lawyer only needs to approve with one click, ensuring exhaustive billing.
Capture your time in Clio in 4 steps
1
STEP 1 : Configure your Swiftask agent
Create an AI agent dedicated to time tracking. Define categorization rules based on your internal billing codes.
2
STEP 2 : Connect your Clio account
Use the secure integration to allow Swiftask to read cases and write time entries into your Clio instance.
3
STEP 3 : Define your triggers
Configure the agent to detect events: email receipt, document modification, or end of a phone call.
4
STEP 4 : Validation and synchronization
The agent proposes entries. Once approved, they are instantly synchronized with your Clio cases.
AI features for accurate billing
The agent analyzes the context, associated client, and task nature to generate a professional and compliant time entry description.
- Target connector: The agent performs the right actions in clio - eu based on event context.
- Automated actions: Automatic time entry creation. Automatic association with the right case/client. Categorization by activity type. Duration suggestions based on history.
- Native governance: All created entries are editable and traceable to ensure full compliance with bar standards.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-clio---eu@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Strategic benefits for your firm
Increased billable rate
Capture all those small, often forgotten activities, mechanically increasing revenue.
Operational time savings
Reduce administrative entry time by 80%, allowing lawyers to focus on legal advice.
Enhanced precision
Eliminate human error through entry based on real, verifiable data.
Simplified compliance
Every entry contains a clear and precise description, facilitating billing justification to clients.
Fast adoption
An intuitive interface that integrates seamlessly into your daily workflow.
Security and data privacy
Swiftask applies enterprise-grade security standards for your clio - eu automations.
- Client confidentiality: Swiftask adheres to the strictest security standards to protect your clients' sensitive data.
- Controlled access: Fine-grained access rights management. Only authorized users can view tracking data.
- Audit and traceability: Full logs of every time entry created to meet regulatory requirements.
- Independence: Your data remains under your control, with secure export and backup options.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable impact on your business
| Metric | Before | After |
|---|---|---|
| Entry time | 30-60 min/day | 5 min/day (approval) |
| Lost billable hours | 10-15% of total time | Near 0% |
| Entry accuracy | Subjective | Based on activity logs |
| Lawyer satisfaction | Low (tedious task) | High (automated) |
Take action with clio - eu
Maximize your revenue and free your lawyers from repetitive administrative tasks.