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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:
Emails Received:

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)