Co-Hosted Webinar with Clio: Time Capture Integration Demo
It's nearly impossible to accurately track your billable time with only a start/stop timer. You're probably bouncing from email to phone call in rapid fire mode. The last thing you want to worry about is timekeeping, especially if you switch from one client to another as you reply to email messages. The solution is a timekeeping product that runs in the background of your PC, Mac, and/or smartphone, quietly making note of your activities.
We recently co-hosted a webinar with Clio to introduce our new Chrometa-Clio time capture integration, which solves this problem, and assures you get paid for all the work you do. Here's the video recording (with full setup instruction beneath the video):
Enable the Clio Integration
Go to Account - Integrations within Chrometa. Click the Clio link, then Connect.
You'll be redirected over to Clio, where you can login and connect your account.
Select Yes, Let's Connect:
You will then be redirected back to Chrometa, with a message at the top of your screen confirming the successful connection.Click the projects page link at the far-right to import your projects from Clio.
Importing Your Project (Client & Matter) List From Clio
Click the projects page link at the far right of the message above to visit the Projects tab in Chrometa. In the top-right, you will see a Sync With Clio button. Click this to import your project list from Clio into Chrometa.Click the Sync With Clio button to import your project list from Clio into Chrometa.
Going forward, you use this Sync button within Chrometa to makes sure that your project list is in sync with what you have in Clio. Just click it after you make changes within Clio to assure both project lists are in tandem.
(No existing Chrometa projects will be overwritten - new projects are only appended - so you don't need to worry about accidentally overwriting your existing Chrometa project list.)
Exporting Your Chrometa Timesheet to Clio
To export your entire Timesheet, click the Export to Clio button located to the right of the Timesheet header:
To export one project at a time to Clio, click the Export menu to the right of the project name, and select Export to Clio