What Time Tracking Software for Lawyers Integrates with Invoicing?
Quick Answer
LegalTime AI captures billable work automatically and syncs approved time entries to invoicing platforms like Clio and MyCase. This ensures your billing codes and matter details stay accurate, cutting down manual entry errors and speeding up invoicing.
What does LegalTime AI do with invoicing software?
LegalTime AI captures your billable work automatically, then drafts time entries with the correct matter and narrative. Once you approve these entries, LegalTime AI sends them to your invoicing software like Clio or MyCase. This reduces manual data entry and billing errors, helping you invoice faster with more accurate time records.
By syncing approved entries directly to billing systems, LegalTime AI helps you maintain compliance with rules like New York RPC 1.15(d)(2) for timely financial recording. It also supports your firm’s billing codes and matter organization, so invoices reflect the right tasks and rates.
What syncs between LegalTime AI and invoicing tools?
LegalTime AI reads your active matters and billing codes from the invoicing platform. It then drafts time entries based on your captured screen activity, call audio, emails, and calendar events. After you review and approve each entry, it sends the finalized time entry back to the invoicing software.
LegalTime AI does not sync client contact data or invoices themselves. Its focus is on time entry capture and accurate matter coding. This keeps your billing data aligned without extra manual steps or risk of mismatched billing codes.
How does the integration between LegalTime AI and invoicing software work?
Step 1: LegalTime AI runs in the background on your Mac or Windows desktop, capturing billable work automatically as you handle emails, calendar events, calls, and screen tasks.
Step 2: AI drafts time entries for each task, linking them to the correct matter and billing code pulled from your invoicing system.
Step 3: You review and approve the time entries. LegalTime AI then sends these approved entries to the invoicing platform, ready for billing.
Who benefits from LegalTime AI’s invoicing integration and why?
Solo lawyers and small firms without dedicated billing personnel gain the most. They often lose billable time due to manual tracking or delayed entry. LegalTime AI captures time contemporaneously, which the State Bar of California notes avoids inaccurate reconstructed billing.
Firms billing hourly or using blended rates can reduce billing disputes by ensuring time entries match real work. The integration saves admins hours each week by cutting down manual entry and errors in invoicing software like Clio or PracticePanther.
Key facts
- LegalTime AI connects with invoicing systems like Clio, MyCase, and PracticePanther to send approved time entries directly to billing.
- The State Bar of California favors contemporaneous time recording to avoid inaccurate reconstructed billing entries. [source]
- New York's RPC 1.15(d)(2) requires financial entries be made at or near the time of the act recorded. [source]
- Solo and small firms benefit most from automatic time capture because they often lack dedicated billing staff.
Frequently asked questions
Does LegalTime AI sync with all invoicing software for lawyers?
LegalTime AI integrates with specific invoicing platforms including Clio, MyCase, PracticePanther, Smokeball, Harvest, LeanLaw, Actionstep, Sage Timeslips, and TimeSolv. It does not support every billing system, so check if your invoicing tool is on this list.
How soon after work is done does time appear in the invoicing system?
Time entries appear only after you review and approve drafts in LegalTime AI. This means entries reach invoicing software on the same day you approve them, supporting contemporaneous billing practices required by rules like New York RPC 1.15(d)(2).
Can LegalTime AI create invoices directly?
No, LegalTime AI only drafts and sends approved time entries to invoicing software. It does not generate invoices or handle billing beyond time capture and entry creation.
What data does LegalTime AI send to AI models during drafting?
LegalTime AI sends extracted text and screenshots related to your activities to AI services for drafting time entries. These providers keep zero data retention, and your client content never trains shared models.
Is there a mobile app to track time and sync with invoicing?
No, LegalTime AI is a desktop app for macOS and Windows only. It runs in the background while you work on your computer and does not have a mobile app.
Does syncing time entries with invoicing software affect client confidentiality?
LegalTime AI transmits only approved time entries with matter and billing code information. AI providers do not retain data, reducing confidentiality risk. However, always follow your firm’s security policies when sharing billing data.
Related reading
Stop losing billable time.
LegalTime AI captures every minute automatically inside Clio.