Time tracking and billing

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Billable Activity Completed

   Attorney finishes work on a client matter such as document review, client consultation, or court preparation. Time tracking begins automatically based on calendar events or manual time entry.

   ClioPracticePanther
2. 2

   Action

   Capture Time and Matter Details

   System automatically logs the duration, attorney, client matter code, and activity type. Integrates with calendar systems and document management to pull relevant case information.

   ClioNetDocuments
3. 3

   Decision

   Validate Billable Entry Requirements

   Checks if the time entry meets firm billing requirements including minimum time increments, proper matter coding, and client billing arrangements. Routes entries that need review vs. auto-approval.

   ClioPracticePanther
4. 4

   Action

   Apply Billing Rules and Rates

   Automatically applies the correct hourly rates, billing arrangements, and any applicable discounts or caps based on client agreements. Calculates total billable amount for the entry.

   ClioPracticePanther
5. 5

   Action

   Generate Invoice Line Items

   Creates detailed invoice line items with descriptions, time spent, rates, and total charges. Groups entries by matter and client for organized billing presentation.

   ClioPracticePantherLawPay
6. 6

   Action

   Process Payment Collection

   Automatically sends invoices to clients through secure client portals and processes payments. Sets up payment plans or retainer deductions as configured for each client.

   LawPayClio
7. 7

   Output

   Update Financial Records

   Posts all billing and payment information to the firm's financial tracking systems. Generates reports on billable utilization, collection rates, and attorney productivity metrics.

   ClioPracticePanther

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