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LawBilling & Finance

Automate Toggl Matter Time Rollup to Clio

Built for Law Firm Billing Teams.

Roll Toggl hours up by client and matter, map them to the right task codes, and write draft time entries into Clio, reducing end-of-day time entry for attorneys and billing teams.

Why this matters

The manual work this replaces

Time tracked in Toggl never makes it cleanly into Clio, so attorneys reconstruct entries from memory and billers chase missing hours before each prebill.

What Caddi does

How the automation runs

  1. Toggl
  2. Clio
  3. Microsoft Excel

This process moves tracked Toggl time into Clio for billing. It pulls Toggl entries for the period, identifies the matching Clio client and matter from the project and tags, applies the firm's task and activity codes, and writes draft time entries against each matter for the attorney to review and submit. Entries that cannot be mapped confidently are flagged with the supporting detail for a biller to resolve.

Value created

What changes after Caddi

Recovers billable time and shortens the prebill pass by landing tracked hours in Clio on the right matter with the correct task codes.

Want Toggl Matter Time Rollup to Clio automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.