Clio Time & Billing

Clio Time & Billing

Overview

Clio splits billing-adjacent work into two domains with very different permissions, and the split is deliberate:

Both domains reference matter_id — activities are logged against a matter, and bills are generated from a matter's unbilled activities. See the api-patterns skill for the full matters-as-hub picture.

Anti-triggers

"Log time", "the invoice", and "the bill" are the most heavily overloaded phrases in this marketplace, and every one of them means something else outside Clio:

• Technician time against a ticket or project — MSP time entries live in the PSA; use autotask-time-entries, connectwise-psa-time-entries, or halopsa-tickets. A Clio activity is billable legal work against a matter, not service-desk labour.
• An invoice on the accounting system — a Clio bill is generated inside Clio from unbilled activities and is read-only here. Accounting invoices are qbo-invoices or xero-invoices, and a Clio bill never appears in either until someone posts it.
• Editing or voiding a bill, or correcting a logged activity — neither is possible through this integration, by design. See clio-api-patterns for the v1 scope limits and the reasoning; do not route the request to another Clio domain looking for a way around.

Activities: Time and Expense Entries

An activity is either a time entry or an expense entry logged against a matter. Typical fields:

• matter_id — the matter the activity belongs to (required)
• Type — time entry vs. expense entry
• Description — what the work/expense was
• Quantity — for time entries, the duration; for expense entries, the amount or unit count
• Rate — billing rate applied (time entries) or unit cost (expenses)
• Date — when the work/expense occurred
• Billable / non-billable flag

Logging Time

Use clio_activities_create with matter_id, a description, and the time quantity. Before creating:

1. Resolve the matter first — don't create a time entry against a guessed or partially-matched matter. If the user names a client but not a specific matter, and the client has multiple matters, ask which one.
2. Get the description right — time entry descriptions often end up on client-facing invoices; write them the way the attorney would want a client to read them, not as an internal shorthand, unless told otherwise.
3. Confirm billable status if it's ambiguous — defaulting non-billable work to billable (or vice versa) has real revenue/client-relationship consequences.

See /log-time for the command-level workflow.

Why No Update or Delete on Activities

Once created, an activity can't be modified or removed through this integration. Corrections happen in Clio directly, which preserves Clio's own edit history for what is, in most firms, a billing-relevant record. If a user asks you to "fix" a time entry you just logged, say plainly that correcting or removing it needs to happen in Clio — don't attempt a workaround (e.g. creating an offsetting negative entry) without the user explicitly asking for that specific approach.

Bills: Read-Only

clio_bills_list / clio_bills_get let you look up bill status, amounts, and which matter a bill was generated from — but you cannot generate, edit, void, or send a bill through this integration.

Why Billing Mutations Are Out of Scope for v1

Generating or modifying a bill correctly requires trust-accounting rigor this integration doesn't attempt: IOLTA/trust compliance, correct application of retainers, avoiding double-billing across overlapping billing cycles, and firm-specific billing rules (flat fee vs. hourly vs. contingency) that vary matter to matter. Getting this wrong isn't a cosmetic bug — it's a compliance and client-trust problem. So v1 reads bills for context (e.g. "has this matter been billed recently, and for how much") and leaves all billing actions to Clio's own billing workflow, where a human with full context runs it.

When a user asks you to "send an invoice" or "write off this bill," explain that billing actions aren't available through this integration and point them to Clio directly.

Common Workflow: Time Entry Then Status Check

A typical flow: log time against a matter (clio_activities_create), then later check whether that matter's unbilled activity has made it onto a bill (clio_bills_list filtered by matter_id). These are two separate, one-directional operations — there's no tool that ties a specific activity to the bill it ended up on; you can only observe bill-level totals and status.

Related Skills

• Clio API Patterns — connection, navigation, scope limits, and why the whole surface is conservative-by-design
• Clio Matters — the matter activities and bills are scoped to
• Clio Contacts — the client a bill is ultimately billed to