Sample approved time entries without monitoring | LegalTime AI

Sample approved time entries without monitoring

Approved time is already releasing into Clio. The question for a 15-lawyer firm is how to sample that released work, coach from it, and still not browse raw activity.

LegalTime AI is built for privacy-first firms on Clio, about 10 to 30 lawyers, and it still fits up to about 50 lawyers, with firm headcount up to about 100. Capture is local-first on the attorney device by default. When Create is used, relevant activity is sent for AI processing. Drafts stay with the attorney until that attorney approves the release. Pause exists. It is not a monitoring tool. The SOC 2 Type II examination is in progress. LegalTime AI is not SOC 2 certified. Pricing is a quote.

Sampling is not the exceptions ladder, and it is not the training curriculum. If something breaks, reopen the exceptions brief or the control-failure playbook. If the gap is teaching, reopen the training curriculum. Realization math, if you need it, lives in the realization recovery brief. This page is narrative quality on entries that have already been approved.

Publish a rate, then stay on released entries

At about 15 lawyers, keep the practice groups already live. Do not open new practice areas while an urgent exception is still open. Sample released entries only.

Choice Default Owner
Rate 10 percent of released entries, or 3 per attorney per week. Pick one and publish it Partner and operations. Raise the rate for a practice area in its first week
Window Weekly, or lined up with the billing cycle Operations. Use the billing-cycle playbook if you already run one
Scope Approved and released into Clio The Connect owner. Never a raw Capture feed
Spread By attorney and by practice area when more than one group is live Operations. Do not sample only the easy attorneys

Flags on released narratives

Flag Usual weight First response Escalate when
Wrong matter Urgent Correct it in Clio before the invoice, and coach the attorney A pattern crosses the threshold you named. Reopen exceptions
Vague or non-billable narrative Coaching Coach a rewrite of the released entry. Do not open the raw draft The same pattern across attorneys. Reopen training
Duration outlier with no pause note Coaching Ask for pause discipline and write it down Repeat outliers. Reopen Capture training
Attorney did not know Create sends activity for processing Urgent Restate it and open security and subprocessors The attorney still cannot restate it. Pause Create
Approve step skipped Urgent Turn unsupervised auto-post off and write a memo Any silent auto-post
Partner asks for raw activity "to coach faster" Coaching Coach from the released entry. Refuse a default raw feed That override becomes the habit

Coaching that is allowed: read the sampled released narrative, ask the attorney to rewrite before the next release, reopen a training module, write a dated note, and escalate to the exceptions brief. Coaching that is not: opening the raw Capture timeline by default, silently rewriting raw activity, building a surveillance dashboard, inventing savings to pressure someone, or skipping approval "for speed."

Before you say sampling coverage is done

  1. The rate and the window are in writing.
  2. Partners did not browse raw Capture outside a written urgent exception.
  3. At least one flag was applied, or you dated "none this window."
  4. Coaching notes are dated, and they do not rest on a raw-activity feed.
  5. Unsupervised auto-post stayed off.
  6. Wrong-matter releases in the sample were corrected before the invoice.
  7. Sampled time landed on the intended matter in Clio Manage.
  8. Capture stayed the default. Timers were not brought back as the real workflow.
  9. No new partner dashboard over raw activity was shipped "for quality."
  10. Partners write hold, continue, or reopen-exceptions before anyone claims coverage is complete.

Name owners for Capture, Create, Connect, coaching, and the partner memo. State the SOC 2 status in the kickoff: Type II examination in progress, not certified. Keep price on the quote path. Third-party directories sometimes list about $125 per seat per month. That is a directory note until you have a firm quote. Do not use a savings figure to pressure a coach.

What else you might be comparing

Product What it does What to confirm on that vendor's materials
LegalTime AI Local-first Capture, Create drafts, approve, then release into the system you keep Security, subprocessors, FAQ, Clio
Ajax Screen and content capture, with drafts for release. Live security page states SOC 2 Type II certified Clio depth, capture model, and whether sampling at this size is packaged. Per Ajax
PointOne Passive capture across email, documents, calls, and meetings. Custom pricing Clio-only day depth and support motion. Per PointOne
Laurel Enterprise Time Intelligence Whether the sales motion fits a 15-lawyer sampling window. Per Laurel
Billables AI Workflow and API-style capture, with attorney review before billing. Published mid-market tiers Live capture versus reconstruction. Per Billables
Clio Manage AI Suggestions from activity already inside Clio Not a dedicated capture product for work Clio never sees. Confirm Clio's pricing and terms with Clio
MagicTime, Memtime, WiseTime, Timing Activity timelines or light passive capture Reconstruction aids or light tiers. Use the same sampling checks
BigHand, Intapp, TimeSolv, Chrometa, Smokeball Passive capture or time tools next to a practice system Clio send path, privacy, and governance before the memo

Daytimed and MyCase show up in the same lists. Give them the same checks.

Names that are not this product

LegalTime AI at legaltime.ai is timekeeping beside your practice system. Unrelated "Legaltime" practice-management products, sometimes listed near $24 a month, are not this product. See about.

Sources

Related

Publish the rate, sample released entries, coach without a raw feed, and write the memo before you call coverage complete.

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

Frequently asked questions

What sample rate should a 15-lawyer firm publish?
Pick one and write it down: 10 percent of released entries, or 3 per attorney per week. Raise it for a practice area in its first week. Sample approved releases into Clio only, spread across attorneys and practice areas.
Which problems should reopen coaching or exceptions?
Wrong matter, a vague narrative, a duration outlier with no pause note, an attorney who cannot restate that Create sends activity for processing, a skipped approve step, or a request to open raw activity so coaching is faster.
Can partners open raw Capture to coach faster?
No. Coach from the released narrative. Drafts stay with the attorney until release. A raw feed is not the default. See security and the FAQ.
Should timers come back during sampling?
No. Capture stays the default. Timers stay optional. Do not use a savings figure to pressure someone during coaching. Pricing stays quote-only on pricing.
How is this different from the exceptions brief and the training curriculum?
This page is the sample rate and the flags on approved releases. The exceptions brief is the severity ladder when something breaks. The training curriculum is what you teach. Use those when the sample says teaching or an exception is the next job.
Is LegalTime AI SOC 2 certified?
No. The SOC 2 Type II examination is in progress, not certified. See security.

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.

Start a free trial