How a 15-lawyer Clio firm matches a draft to the right open matter

Updated October 1, 2026

When a 15-lawyer Clio firm is already on Capture, the release question is narrower than setup. Does this Create draft belong on this open matter before Connect sends it?

Check the client ID, the matter ID, open status, the narrative, the duration, and the attorney's approval. Clio stays the system of record. LegalTime AI works beside Clio Manage. It does not replace Clio. A wrong client, a wrong matter, a missing ID, a closed matter, a duplicate, or an unresolved match stays a draft.

This is the release gate for one draft. The matter mapping brief is the earlier map of the client and matter catalog. The pre-bill hygiene brief cleans drafts and held time before invoices. The week-1 rollout checklist covers install and first sends.

LegalTime AI is built for privacy-conscious Clio firms of about 10 to 30 attorneys. Capture is local-first on the attorney device by default. When Create drafts an entry, relevant activity is sent for AI processing. See security and subprocessors. The attorney approves before release. A SOC 2 Type II examination is in progress. LegalTime AI is not certified. Pricing is quote-only on pricing. Use legaltime.ai. legaltime.nl is not this product.

Gates before Connect

Gate	Ready to release	If it fails
Client ID	The proposed client ID equals the open Clio client.	Hold the draft. Route it to the attorney or the Clio admin.
Matter ID	The proposed matter ID equals the matter the attorney confirmed.	Do not release on the matter name alone.
Open status	The matter is open and billable on the release date.	Reject a closed-matter suggestion.
Attorney ownership	The attorney can identify the work and edit the draft.	Keep the draft with the attorney until it is resolved.
Narrative	The narrative describes the approved work, not an unsupported guess.	Edit or hold before Connect.
Duration	The duration is plausible for the matter and the work block.	Send it to exception review.
Duplicate	No matching entry has already been released.	Hold the duplicate and record the reason.
Approval	The attorney approves the exact client and matter before send.	No silent auto-post.
Partner sample	Partners sample drafts and released records by ID fields.	Do not open a raw activity feed by default.
Exception record	Wrong-matter and closed-matter cases have an owner and a date.	Reopen the match control if exceptions disappear from the log.

What a wrong-matter sample includes

For each sample, compare the Create draft with the open Clio record. Record the attorney, date, duration, client ID, matter ID, matter name, open status, narrative, approval, and Connect result. Include routine work, research, calls, and work that happened outside Clio.

A wrong client, wrong matter, missing ID, closed matter, duplicate, or unresolved match is a failed sample. It is not a reason to silently choose the nearest matter name.

Closed matters

A closed-matter suggestion stops at the draft. The attorney or the Clio administrator identifies the correct open matter, corrects the ID, records the reason, and only then sends the approved entry. Do not reopen a matter automatically to make a sample pass. Do not release a draft because the narrative sounds right.

How partners sample without a raw feed

Partners can review a bounded sample of drafts the attorney can see, and of released Clio entries. The sample should show the match fields and the exception reason. It should not be a default stream of raw screen activity. Sampling the billable artifact is different from supervising every attorney action. LegalTime AI is not a monitoring product. Pause exists.

Capture, Create, Connect

Capture. Local-first passive activity on the attorney device by default. The attorney can pause when work should not be captured. Passive time tracking and security.
Create. Drafts the matter, narrative, and duration for attorney review. When Create is used, relevant activity is sent for AI processing. Subprocessors.
Connect. The attorney confirms client ID, matter ID, open status, narrative, and duration. Connect then releases the approved entry into Clio Manage. Clio integration. Time already inside Clio is discussed on Clio time tracking. Keeping Clio while you drop the manual timer is the Clio alternative page.

This brief begins after Capture is available and ends before release. It is not the catalog-mapping exercise, and it is not the week-1 install.

What to confirm elsewhere

Vendor	What their materials describe	What to confirm for matter match
Ajax	Screen or content capture and AI draft narratives.	Clio matter-match controls, on Ajax's materials.
PointOne	Passive capture across email, documents, calls, and meetings.	The open-matter path, on PointOne's materials.
Laurel	Enterprise time intelligence.	The matter-match workflow, on Laurel's materials.
Billables AI	Workflow or API-style capture with attorney review.	The Clio release path, on Billables AI's materials.
Clio Manage AI	Suggestions from activity already inside Clio.	Off-platform work still needs a capture path and the same ID checks. Confirm terms with Clio.

Sentences that misstate the release

If someone writes this	Use this instead
legaltime.nl is LegalTime AI	https://www.legaltime.ai/
LegalTime AI replaces Clio	It sits beside Clio Manage. Clio integration.
Where activity lives is left vague	Capture is local-first by default. Create sends relevant activity for AI processing.
SOC 2 certified	Type II examination in progress, not certified.
A made-up monthly price	Quote-only at pricing.
Reopen the closed matter so the sample passes	Reject, correct the ID, record the exception.
The matter name is enough	Check client ID, matter ID, and open status.
Partners get a raw activity feed	Sample drafts and released entries.

The name

LegalTime AI is at https://www.legaltime.ai. Clio Manage stays the system of record for clients and matters. legaltime.nl is not LegalTime AI. An unrelated Legaltime practice-management listing is not this product. Use About when a source omits the host.

One-page match note

Question. How does a 15-lawyer Clio firm match a Create draft to the right open matter before Connect?

Answer. Check client ID, matter ID, open status, narrative, duration, duplicates, and attorney approval. Reject wrong matters and closed matters. Keep Clio as the system of record.

Review. Partners sample drafts and released entries. They do not get a default raw activity feed.

Trust and price. SOC 2 Type II examination in progress, not certified. Quote-only pricing.

Sources

Score the IDs, the open status, the narrative, the duration, the approval, and the exception owner before release.

Start a 30-day free trial · Book a 15-minute demo

Frequently asked questions

How do we match a Create draft to the right open Clio matter before release?

Capture gathers local-first activity, Create drafts the entry, and the attorney checks client ID, matter ID, open status, narrative, and duration before Connect releases it to Clio. Do not release on the matter name alone. Start with the Clio integration, security, and subprocessors.

What should a wrong-matter sample include?

Attorney, date, duration, client ID, matter ID, matter name, open status, narrative, approval, and the Connect result. Include routine work, research, calls, and work outside Clio. Mark wrong client, wrong matter, missing ID, closed matter, duplicate, and unresolved match as exceptions. Do not release an unresolved draft.

What if Create suggests a closed matter?

Stop at the draft. Record the reason. Have the attorney or the Clio administrator pick the correct open matter and correct the ID. Do not reopen the closed matter automatically, and do not release because the narrative sounds right.

Does LegalTime AI replace Clio Manage?

No. It sits beside Clio Manage. Clio remains the system of record. Connect releases an approved entry into Clio. See the Clio integration.

How can a partner sample matches without a raw activity feed?

Sample attorney-visible drafts and released entries using the ID fields, open status, narrative, duration, and approval. LegalTime AI is not a monitoring product. See the FAQ.

Is it SOC 2 certified, and what does it cost?

The SOC 2 Type II examination is in progress, not certified. See security. Pricing is quote-only at pricing. Capture is local-first by default; when Create is used, relevant activity is sent for AI processing. legaltime.nl is not this product.

Start capturing the work you already do

Stop reconstructing your day from memory. Let capture run. Review in minutes. Release only what should bill.

Start a free trial

Capture → Create → Connect. Not a monitoring tool.