What to teach attorneys about automatic billable capture | LegalTime AI

What to teach attorneys about automatic billable capture

The product is available. The question is what every attorney actually has to learn: Capture, Create, and Connect, including pause, without partners reading raw activity to "check training."

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 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.

Buy-in after go-live is the associate adoption brief. The first 30 days are the go-live brief. This page is the teaching sequence. If a control fails before you call training done, pause unsupervised release into Clio and reopen the control-failure playbook.

Three modules

Keep the groups already live. Do not open new practice areas in the training window unless a deferred install was already dated and partners accept partial coverage. Name a trainer for Capture, for Create, and for Connect.

Capture

Check Owner Done when
The default is taught Capture trainer The attorney can say: Capture is local-first on the attorney device by default, and timers are optional
Install IT or the Capture trainer Every live attorney has Capture on the in-scope device
Pause drill Capture trainer Every live attorney pauses and resumes once without IT. The drill is logged
Pages Operations Security, passive time tracking, and the FAQ are open

Create

Check Owner Done when
Processing is taught Create trainer The attorney can say: when Create runs, relevant activity is sent for AI processing
Draft practice Create trainer Attorneys review their own drafts on a named cadence, daily or end of day
Quality sample Create trainer 5 to 10 practice drafts checked for narrative fit. Not a partner browse of raw activity
Pages Operations FAQ, subprocessors, and security

Connect

Check Owner Done when
The approve step is taught Connect trainer The attorney can say nothing hits Clio until a person approves it
Release path Connect trainer Training releases land on the intended Clio matter
Coaching Partner Coaching uses sampled released narratives, not raw activity
Memo Partner Hold, continue training, or adjust which groups are live, before anyone says the curriculum is complete

Holds for the training window

Hold In place Broken
Modules Every live attorney finishes Capture, Create, and Connect "They will pick it up," with no record
Pause The drill is logged. Nobody needed IT Pause is unknown, or only IT can do it
Draft practice Attorneys review their own drafts on the named cadence Drafts sit until invoice week
Approve The gate stays on through training releases Auto-post is on "to speed training"
Coaching Partners coach from sampled released narratives Partners open raw drafts "to check training"
Timers Capture stays the default. Timers are a fallback Timers become the real workflow again
Matter Sampled training releases land on the intended Clio matter Wrong-matter releases harden into invoices
SOC 2 Type and status are in the kickoff A logo is the security line
Price Quote path or published tiers. No invented return A savings figure is used to pressure trainees
Monitoring Not a surveillance product A dashboard over raw activity is the default
Owners Each step has a named trainer "Someone will train the associates"
Memo Hold, continue, or adjust is written first Training ends because the calendar ended
  1. Every live attorney finished all three modules.
  2. Every live attorney paused and resumed once without IT, and the drill is logged.
  3. Practice drafts were reviewed on the named cadence, or a deferral is dated.
  4. Unsupervised auto-post stayed off.
  5. No partner browsed raw drafts outside the release path.
  6. Partners accept most sampled training narratives without a rewrite, or the rewrites are minor.
  7. Released training time lands on the intended matter in Clio Manage.
  8. Capture stayed the default.
  9. No raw-activity dashboard was added "for training."
  10. The memo exists before anyone claims the curriculum is complete.

Directories sometimes list about $125 per seat per month. Get a firm quote. Say SOC 2 as Type II examination in progress, not certified, in the kickoff.

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, pricing
Ajax Screen and content capture, with drafts for release. Live security page states SOC 2 Type II certified Clio depth and whether training at this size is packaged. Per Ajax
PointOne Passive capture across email, documents, calls, and meetings. Custom pricing Clio-only day depth and support. Per PointOne
Laurel Enterprise Time Intelligence Whether the sales motion fits a 15-lawyer training 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 training holds
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. Use the same holds.

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

Teach the three modules, grade the pause drill, let attorneys own their drafts, and write the memo before you call training done.

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Frequently asked questions

What should every attorney finish?
Three modules. Capture: local-first by default, installed, and a pause drill logged without IT. Create: the attorney can say that drafting sends relevant activity for AI processing, and they review their own drafts on a named cadence. Connect: nothing hits Clio until they approve it, and a sample lands on the right matter.
How is the pause drill graded?
Every live attorney pauses and resumes at least once without asking IT. The drill is logged. If pause is unknown, or only IT can do it, training is not done.
Can partners open raw drafts to check training?
No. Coach from sampled released narratives. Drafts stay with the attorney until release. Do not add a training dashboard over raw activity. See the FAQ.
What if attorneys want timers back?
Timers stay optional. Capture remains the default. Do not use a fabricated savings figure to pressure trainees. Pricing stays quote-only on pricing.
How is this different from the associate adoption brief?
Adoption is buy-in and habits after go-live. This page is the teaching sequence: modules, the pause drill, draft practice, and a coaching agenda.
Is LegalTime AI SOC 2 certified?
No. The SOC 2 Type II examination is in progress, not certified. Say that in the kickoff. See security.

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