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General Settings
Time Entry Generation in Clio
One Time
Automatically log each billable email as a separate time entry in Clio, within minutes of sending or receiving the email. No manual action needed—entries are created in Clio in real time.
Manual
Time entries are only logged in Clio when you choose to send them manually from the Tempello dashboard. This gives you full control over which emails are logged in Clio.
Paragraph Time Entry by Matter
Create one consolidated time entry per matter per day, for each timekeeper, summarizing all billable emails for that day. This entry appears in Clio the next morning at 12:30 AM.
Note: Combined entries won’t be stored in Clio's Communications section.
Email and Time Entry Preferences
Senders and Recipients
Exclude CC’d recipients
(Don’t create a time entry for copied recipients in the firm)
Ignore internal emails
(Don’t create a time entry for emails between firm members)
Process emails from unsaved contacts
(Create time entries even if Clio does not have the contact information)
Time Entries
Mark “Flat Rate” matter emails as Non-Billable
(Check this unless your firm wants to track total billed, even for Flat Rate matters)
Mark Invoice/Payment emails as Non-Billable
(Check this to not create time entries for internal discussions about Client invoices, past due balances, payments, etc)
UTBMS/LEDES
Activity Category
UTBMS Task Code
Emails Sent:
- not used -
A101 Plan and prepare for
A102 Research
A103 Draft/revise
A104 Review/analyze
A105 Communicate (in firm)
A106 Communicate (with client)
A107 Communicate (other outside counsel)
A108 Communicate (other external)
A109 Appear for/attend
A110 Manage data/files
A111 Other
B110 Case Administration
B120 Asset Analysis and Recovery
B130 Asset Disposition
B140 Relief from Stay/Adequate Protection Proceedings
B150 Meetings of and Communications with Creditors
B160 Fee/Employment Applications
B170 Fee/Employment Objections
B180 Avoidance Action Analysis
B185 Assumption/Rejection of Leases and Contracts
B190 Other Contested Matters (excluding assumption/rejection motions)
B195 Non-Working Travel
B210 Business Operations
B220 Employee Benefits/Pensions
B230 Financing/Cash Collections
B240 Tax Issues
B250 Real Estate
B260 Board of Directors Matters
B310 Claims Administration and Objections
B320 Plan and Disclosure Statement (including Business Plan)
B410 General Bankruptcy Advice/Opinions
B420 Restructurings
C100 Fact Gathering
C200 Researching Law
C300 Analysis and Advice
C400 Third Party Communication
JA10 Funding
JB10 Budgeting - Own Side's Costs
JB20 Budgeting - Precedent H
JB30 Budgeting - Between the Parties
JC10 Factual Investigation
JC20 Legal Investigation
JC30 Pre-action Protocol (or similar) Work
JD10 Mediation
JD20 Other Settlement Matters
JE10 Issue and Serve Proceeding and Preparation of Statement(s) of Case
JE20 Review of Other Party(s)' Statements of Case
JE30 Requests for Further Information
JE40 Amendment of Statements of Case
JF10 Preparation of the Disclosure Report and the Disclosure Proposal
JF20 Obtaining and Reviewing Documents
JF30 Preparing and Service Disclosure Lists
JF40 Inspection and Review of the Other Side's Disclosure for Work Undertaken After Exchange of Disclosure Lists
JG10 Taking, Preparing, and Finalising Witness Statement(s)
JG20 Reviewing Other Party(s)' Witness Statement(s)
JH10 Own Expert Evidence
JH20 Other Party(s)' Expert Evidence
JH30 Joint Expert Evidence
JI10 Case Management Conference
JI20 Pre Trial Review
JI30 Costs Management Conference
JJ10 Applications Relating to Originating Process or Statement of Case or For Default or Summary Judgment
JJ20 Applications for An Injunction or Committal
JJ30 Applications for Disclosure of Further Information
JJ40 Applications Concerning Evidence
JJ50 Applications Relating to Costs Alone
JJ60 Permission Applications
JJ70 All Other Types of Application Not Covered by the Categories Above
JK10 Preparation of Trial Bundles
JK20 General Work Regarding Preparation for Trial
JL10 Advocacy
JL20 Support of Advocates
JL30 Judgment and Post-trial Activity
JM10 Preparing Costs Claim
JM20 Points of Dispute, Replies and Negotiations
JM30 Hearings
JM40 Post Assessment Work (Excluding Hearings)
L110 Fact Investigation/Development
L120 Analysis/Strategy
L130 Experts/Consultants
L140 Document/File Management
L150 Budgeting
L160 Settlement/Non-Binding ADR
L190 Other Case Assessment, Development and Administration
L210 Pleadings
L220 Preliminary Injunctions/Provisional Remedies
L230 Court Mandated Conferences
L240 Dispositive Motions
L250 Other Written Motions and Submissions
L260 Class Action Certification and Notice
L310 Written Discovery
L320 Document Production
L330 Depositions
L340 Expert Discovery
L350 Discovery Motions
L390 Other Discovery
L410 Fact Witnesses
L420 Expert Witnesses
L430 Written Motions and Submissions
L440 Other Trial Preparation and Support
L450 Trial and Hearing Attendance
L460 Post-Trial Motions and Submissions
L470 Enforcement
L510 Appellate Motions and Submissions
L520 Appellate Briefs
L530 Oral Argument
L601 Discovery planning
L602 Interviews
L609 Quality assurance and control
L611 Preservation order
L612 Legal hold
L619 Quality assurance and control
L621 Collection/Recovery
L622 Media costs
L623 Media/ESI Transfer, Receipt, Inventory
L629 Quality assurance and control
L631 ESI stage, preparation and process
L632 Scanning - Hard Copy
L633 Foreign language translation
L634 Exception handling
L639 Quality assurance and control
L651 Hosting costs
L652 Objective and Subjective coding
L653 First pass document review
L654 Second pass document review
L655 Privilege review
L656 Redaction
L659 Quality assurance and control
L660 Analysis
L671 Conversion of ESI to production format
L679 Quality assurance and control
L680 Presentation
L690 Project Management
L693 Review Planning & Training
P100 Project Administration
P210 Corporate Review
P220 Tax
P230 Environmental
P240 Real and Personal Property
P250 Employee/Labor
P260 Intellectual Property
P270 Regulatory Reviews
P280 Other
P300 Structure/Strategy/Analysis
P400 Initial Document Preparation/Filing
P500 Negotiation/Revision/Responses
P600 Completion/Closing
P700 Post-Completion/Post-Closing
P800 Maintenance and Renewal
PA110 Fact Investigation and Development
PA120 Analysis/Strategy
PA130 Document/File Management
PA140 Budgeting
PA199 Other Assessment, Development, or Administration
PA210 State-of-the-Art Investigation
PA220 Patentability Investigation
PA230 Clearance Investigation
PA240 Validity Investigation
PA250 Publication Watches
PA260 Infringement Investigation
PA270 Status Investigation
PA299 Other Patent Investigation and Analysis
PA310 Provisional Application Preparation - Domestic
PA320 Non-Provisional Application Preparation - Domestic
PA330 Design Application Preparation - Domestic
PA340 Plant Patent Preparation - Domestic
PA350 Continuing Application Preparation - Domestic
PA360 Validation Patent Application Preparation - Domestic
PA399 Other Patent Application Preparation - Domestic
PA410 Information Disclosure Statement - Domestic
PA420 Preliminary Amendment - Domestic
PA430 Official Communication - Domestic
PA440 Quasi-Judicial Administrative Proceedings - Domestic
PA450 Post-Issuance Remedial Action - Domestic
PA499 Other Patent Prosecution - Domestic
PA510 Provisional Application Preparation - International
PA520 Non-Provisional Application Preparation - International
PA530 Design Application Preparation - International
PA540 Plant Patent Preparation - International
PA550 Continuing Application Preparation - International
PA560 Validation Patent Application Preparation - International
PA599 Other Patent Application Preparation - International
PA610 Information Disclosure Statement - International
PA620 Preliminary Amendment - International
PA630 Official Communication - International
PA640 Quasi-Judicial Administrative Proceedings - International
PA650 Post-Issuance Remedial Action - International
PA699 Other Patent Prosecution - International
PA710 Opinion Preparation
PA720 Portfolio Analysis and Management
PA730 Assignments and Security Interests
PA740 Licensing
TR110 Fact Investigation and Development
TR120 Analysis/Strategy
TR130 Document/File Management
TR140 Budgeting
TR199 Other Assessment, Development, or Administration
TR220 Registerability Investigation
TR230 Clearance Investigation
TR240 Opposition Investigation
TR250 Publication Watches
TR260 Enforcement Investigation
TR270 Status Investigation
TR299 Other Trademark Investigation and Analysis
TR310 Application Preparation and Filing - Domestic
TR399 Other Domestic Trademark Application Preparation and Filing
TR410 Affidavits, Petitions, Extensions, Declarations, and Other Filings - Domestic
TR420 Preliminary Amendment - Domestic
TR430 Official Communication - Domestic
TR440 Quasi-Judicial Administrative Proceeding - Domestic
TR499 Other Trademark Prosecution - Domestic
Emails Received:
- not used -
A101 Plan and prepare for
A102 Research
A103 Draft/revise
A104 Review/analyze
A105 Communicate (in firm)
A106 Communicate (with client)
A107 Communicate (other outside counsel)
A108 Communicate (other external)
A109 Appear for/attend
A110 Manage data/files
A111 Other
B110 Case Administration
B120 Asset Analysis and Recovery
B130 Asset Disposition
B140 Relief from Stay/Adequate Protection Proceedings
B150 Meetings of and Communications with Creditors
B160 Fee/Employment Applications
B170 Fee/Employment Objections
B180 Avoidance Action Analysis
B185 Assumption/Rejection of Leases and Contracts
B190 Other Contested Matters (excluding assumption/rejection motions)
B195 Non-Working Travel
B210 Business Operations
B220 Employee Benefits/Pensions
B230 Financing/Cash Collections
B240 Tax Issues
B250 Real Estate
B260 Board of Directors Matters
B310 Claims Administration and Objections
B320 Plan and Disclosure Statement (including Business Plan)
B410 General Bankruptcy Advice/Opinions
B420 Restructurings
C100 Fact Gathering
C200 Researching Law
C300 Analysis and Advice
C400 Third Party Communication
JA10 Funding
JB10 Budgeting - Own Side's Costs
JB20 Budgeting - Precedent H
JB30 Budgeting - Between the Parties
JC10 Factual Investigation
JC20 Legal Investigation
JC30 Pre-action Protocol (or similar) Work
JD10 Mediation
JD20 Other Settlement Matters
JE10 Issue and Serve Proceeding and Preparation of Statement(s) of Case
JE20 Review of Other Party(s)' Statements of Case
JE30 Requests for Further Information
JE40 Amendment of Statements of Case
JF10 Preparation of the Disclosure Report and the Disclosure Proposal
JF20 Obtaining and Reviewing Documents
JF30 Preparing and Service Disclosure Lists
JF40 Inspection and Review of the Other Side's Disclosure for Work Undertaken After Exchange of Disclosure Lists
JG10 Taking, Preparing, and Finalising Witness Statement(s)
JG20 Reviewing Other Party(s)' Witness Statement(s)
JH10 Own Expert Evidence
JH20 Other Party(s)' Expert Evidence
JH30 Joint Expert Evidence
JI10 Case Management Conference
JI20 Pre Trial Review
JI30 Costs Management Conference
JJ10 Applications Relating to Originating Process or Statement of Case or For Default or Summary Judgment
JJ20 Applications for An Injunction or Committal
JJ30 Applications for Disclosure of Further Information
JJ40 Applications Concerning Evidence
JJ50 Applications Relating to Costs Alone
JJ60 Permission Applications
JJ70 All Other Types of Application Not Covered by the Categories Above
JK10 Preparation of Trial Bundles
JK20 General Work Regarding Preparation for Trial
JL10 Advocacy
JL20 Support of Advocates
JL30 Judgment and Post-trial Activity
JM10 Preparing Costs Claim
JM20 Points of Dispute, Replies and Negotiations
JM30 Hearings
JM40 Post Assessment Work (Excluding Hearings)
L110 Fact Investigation/Development
L120 Analysis/Strategy
L130 Experts/Consultants
L140 Document/File Management
L150 Budgeting
L160 Settlement/Non-Binding ADR
L190 Other Case Assessment, Development and Administration
L210 Pleadings
L220 Preliminary Injunctions/Provisional Remedies
L230 Court Mandated Conferences
L240 Dispositive Motions
L250 Other Written Motions and Submissions
L260 Class Action Certification and Notice
L310 Written Discovery
L320 Document Production
L330 Depositions
L340 Expert Discovery
L350 Discovery Motions
L390 Other Discovery
L410 Fact Witnesses
L420 Expert Witnesses
L430 Written Motions and Submissions
L440 Other Trial Preparation and Support
L450 Trial and Hearing Attendance
L460 Post-Trial Motions and Submissions
L470 Enforcement
L510 Appellate Motions and Submissions
L520 Appellate Briefs
L530 Oral Argument
L601 Discovery planning
L602 Interviews
L609 Quality assurance and control
L611 Preservation order
L612 Legal hold
L619 Quality assurance and control
L621 Collection/Recovery
L622 Media costs
L623 Media/ESI Transfer, Receipt, Inventory
L629 Quality assurance and control
L631 ESI stage, preparation and process
L632 Scanning - Hard Copy
L633 Foreign language translation
L634 Exception handling
L639 Quality assurance and control
L651 Hosting costs
L652 Objective and Subjective coding
L653 First pass document review
L654 Second pass document review
L655 Privilege review
L656 Redaction
L659 Quality assurance and control
L660 Analysis
L671 Conversion of ESI to production format
L679 Quality assurance and control
L680 Presentation
L690 Project Management
L693 Review Planning & Training
P100 Project Administration
P210 Corporate Review
P220 Tax
P230 Environmental
P240 Real and Personal Property
P250 Employee/Labor
P260 Intellectual Property
P270 Regulatory Reviews
P280 Other
P300 Structure/Strategy/Analysis
P400 Initial Document Preparation/Filing
P500 Negotiation/Revision/Responses
P600 Completion/Closing
P700 Post-Completion/Post-Closing
P800 Maintenance and Renewal
PA110 Fact Investigation and Development
PA120 Analysis/Strategy
PA130 Document/File Management
PA140 Budgeting
PA199 Other Assessment, Development, or Administration
PA210 State-of-the-Art Investigation
PA220 Patentability Investigation
PA230 Clearance Investigation
PA240 Validity Investigation
PA250 Publication Watches
PA260 Infringement Investigation
PA270 Status Investigation
PA299 Other Patent Investigation and Analysis
PA310 Provisional Application Preparation - Domestic
PA320 Non-Provisional Application Preparation - Domestic
PA330 Design Application Preparation - Domestic
PA340 Plant Patent Preparation - Domestic
PA350 Continuing Application Preparation - Domestic
PA360 Validation Patent Application Preparation - Domestic
PA399 Other Patent Application Preparation - Domestic
PA410 Information Disclosure Statement - Domestic
PA420 Preliminary Amendment - Domestic
PA430 Official Communication - Domestic
PA440 Quasi-Judicial Administrative Proceedings - Domestic
PA450 Post-Issuance Remedial Action - Domestic
PA499 Other Patent Prosecution - Domestic
PA510 Provisional Application Preparation - International
PA520 Non-Provisional Application Preparation - International
PA530 Design Application Preparation - International
PA540 Plant Patent Preparation - International
PA550 Continuing Application Preparation - International
PA560 Validation Patent Application Preparation - International
PA599 Other Patent Application Preparation - International
PA610 Information Disclosure Statement - International
PA620 Preliminary Amendment - International
PA630 Official Communication - International
PA640 Quasi-Judicial Administrative Proceedings - International
PA650 Post-Issuance Remedial Action - International
PA699 Other Patent Prosecution - International
PA710 Opinion Preparation
PA720 Portfolio Analysis and Management
PA730 Assignments and Security Interests
PA740 Licensing
TR110 Fact Investigation and Development
TR120 Analysis/Strategy
TR130 Document/File Management
TR140 Budgeting
TR199 Other Assessment, Development, or Administration
TR220 Registerability Investigation
TR230 Clearance Investigation
TR240 Opposition Investigation
TR250 Publication Watches
TR260 Enforcement Investigation
TR270 Status Investigation
TR299 Other Trademark Investigation and Analysis
TR310 Application Preparation and Filing - Domestic
TR399 Other Domestic Trademark Application Preparation and Filing
TR410 Affidavits, Petitions, Extensions, Declarations, and Other Filings - Domestic
TR420 Preliminary Amendment - Domestic
TR430 Official Communication - Domestic
TR440 Quasi-Judicial Administrative Proceeding - Domestic
TR499 Other Trademark Prosecution - Domestic
Storing emails in Clio
Exclude email bodies from Clio Communications
(Leave unchecked to allow Clio to save emails in Clio Communications)
Dashboard
Show unmatched emails
(Show emails with no match to a matter on Tempello Dashboard)
Show Clio Matter Numbers
(Show Clio Matter Numbers on Tempello Dashboard)