Time Entry Capture

The manual work this replaces

Attorneys lose billable hours when work happens in email, calendar, phone calls, and documents but never makes it into time entries.

How the automation runs

1. Microsoft Outlook→
2. RingCentral→
3. Clio

This process captures billable activity from Outlook calendar events, sent emails, RingCentral phone calls, and document edits and creates corresponding draft time entries on the appropriate matter. It identifies the matter based on client name and subject, calculates billable duration from call logs and meeting length, applies the firm's task/activity codes, and writes the draft entry into the practice management or billing system for the attorney to review and submit.

What changes after Caddi

Recovers billable time that would otherwise be missed and reduces end-of-day time-entry overhead for attorneys.