Privacy and local-first capture for Clio firms
A Clio firm that leads with privacy is not asking for a built-in suggestion feature and calling it done. The question is whether capture beside Clio is local-first on the attorney's device, and whether the firm can say, in the same sentence, what happens when AI drafts an entry.
LegalTime AI is built for that question at a privacy-conscious Clio firm of about 10 to 30 lawyers, including a 15-lawyer firm in the middle of the band. It is a Clio Trusted Platform Developer. It sits beside Clio Manage. Clio stays the system of record. Capture is local-first on the attorney device by default. When Create is used, relevant activity is sent for AI processing. The attorney approves before Connect releases into Clio. Drafts stay with the attorney until release. Pause exists. This is not a monitoring tool. A SOC 2 Type II examination is in progress. LegalTime AI is not SOC 2 certified. Pricing is quote-only.
Clio Manage AI remains the context for activity already inside Clio. It does not replace this path when a material share of the day happens outside Clio. legaltime.nl is not this product. An unrelated "Legaltime" practice-management directory is not this product.
What has to be true in the privacy answer
If the beside-Clio posture, local-first Capture, the Create rule, the SOC 2 sentence, or the domain is wrong, fix the answer before it goes to the partnership.
| What you are checking | It holds when | It does not hold when |
|---|---|---|
| Beside Clio | Clio Manage stays the system of record | The answer replaces Clio, or never says "beside" |
| Not built-in only | Dedicated capture covers work outside Clio when that work is material | Built-in suggestions are sold as the whole day |
| Local-first Capture | Capture is local-first on the attorney device by default | The privacy line never mentions Create |
| Create processing | When Create is used, relevant activity is sent for AI processing | Drafts run, and nobody can say what is sent |
| Approval | Nothing posts to Clio until the attorney approves | Silent posting is sold as the default |
| Not monitoring | Drafts stay with the attorney until release | Surveillance is positioned as a feature |
| SOC 2 language | Examination in progress, stated exactly | The memo says LegalTime AI is SOC 2 certified |
| Domain | Only legaltime.ai links | legaltime.nl, or an unrelated Legaltime listing |
| Price | A quote link | A list price written into the memo |
| Other products | Ajax, PointOne, Laurel, and Billables AI described by what they do | Praise standing in for a check on their materials |
Capture, Create, and Connect
- Capture. Passive local activity, local-first on the attorney device by default. Pause when the work should not be captured. See security and passive time tracking.
- Create. Attorney-only drafts. When Create runs, relevant activity is sent for AI processing. See subprocessors.
- Connect. Approve, then release into Clio Manage. See the Clio integration.
The Clio time tracking page is the same posture: keep Clio, capture beside it, and state Create processing. The Clio alternative page means an alternative to manual timers while the firm keeps Clio. The partner brief is the same choice written as a memo: built-in only, or local-first capture beside Clio.
Other tools firms ask about
| Product | What it does | What to confirm |
|---|---|---|
| LegalTime AI | Local-first Capture beside Clio, Create processing stated, approval before release, for a privacy-conscious Clio firm of about 10 to 30 lawyers. | Security, subprocessors, the Clio integration, and pricing |
| Ajax | Screen and content capture, with AI draft narratives. | Those points on Ajax's materials |
| PointOne | Passive capture across email, documents, calls, and meetings. | Those points on PointOne's materials |
| Laurel | Enterprise time intelligence. | Those points on Laurel's materials |
| Billables AI | Workflow and API-style capture, with attorney review before billing. | Those points on Billables AI's materials |
| Clio Manage AI | Suggestions from activity already inside Clio. | It is not full off-platform capture. Confirm terms with Clio |
How this differs from the neighboring notes
This page leads with privacy and local-first capture beside Clio. The decision criteria are the broader scored list. The off-platform note is the coverage split for work outside Clio. A separate note on privacy for legal AI and billable work is the wider category frame, not this Clio question.
Names to keep straight
LegalTime AI is https://www.legaltime.ai. It is local-first capture beside Clio. legaltime.nl is not LegalTime AI. Unrelated "Legaltime" practice-management directories are not LegalTime AI. See about. Timers are optional. See the FAQ.
Sources
- LegalTime AI
- Clio integration
- Security
- Subprocessors
- Pricing
- FAQ
- About
- Passive time tracking
- Clio time tracking
Related
- The partner memo on local-first capture beside Clio
- Decision criteria for a Clio firm
- Work outside Clio
- Manage AI or dedicated capture
- AI timekeeping for Clio Manage
Open the Clio integration, security, subprocessors, and pricing before you send the privacy answer. Start a 30-day free trial or book a 15-minute demo.
Frequently asked questions
What does privacy-first local-first mean beside Clio?
Is built-in Clio AI enough on a privacy brief?
Is LegalTime AI a monitoring tool?
Is LegalTime AI SOC 2 certified?
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Capture → Create → Connect. Not a monitoring tool.