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Chrometa

Using timers in Clio is an easy way to track and record your time. And with Chrometa, it just got easier.

Chrometa is a downloadable application that runs in the background on your PC or Mac. So when you open or compose an email, draft a document, answer phones, conduct meetings or anything else you do during the day, Chrometa automatically tracks time spent on each activity. Using Chrometa, you don't need to use timers, spreadsheets or sticky notes to track, and later record, your time.

If you are not a Chrometa user, they offer a free 30 day trial.

Contents

Create the Connection Between Chrometa and Clio
Enable the Sync of Matters/Projects
Associate Time with Matters
Export your Time Entries Back to Clio
Chrometa for Android and iPhone
Learn more about Chrometa

Create the Connection Between Chrometa and Clio

First you need to sign up for a Chrometa account at app.chrometa.com and download the local Chrometa files. Once you have done that, you can proceed with the easy onetime setup to allow Clio and Chrometa to talk to each other.

  1. In Chrometa, Click on Account up at the top of your screen.
  2. Select the Integrations tab.
  3. Click on "Clio" in the Integrations list.
  4. Click on the "Connect" button in the "Clio Integration Status" dropdown space.

Chrometa.png

You will then be directed back to Clio where you will be prompted to confirm the connection with Chrometa.

Login with your Clio credentials (if you are not already logged in), then click "Yes, Let's Connect".

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Enable the Sync of Matters/Projects

When you connect Clio to Chrometa, the browser directs you back to Chrometa.

To sync your Clio Matters, click "Projects" in Chrometa, then click "Sync with Clio". If you don't see your Matters appearing in Chrometa, refresh your internet browser.

Please note: When you add new Matters to Clio, you will have to click the "Sync with Clio" button to update your Matters/Projects list in Chrometa.

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Associate Time with Matters

Chrometa will automatically update the amount of time that you have spent working in different applications once an hour. To view your recorded time in Chrometa, click "Time" then either the "Summary" or "Timeline" tabs. To associate a time entry with a Matter, check the box beside the time description, then click "Move to Project" and select the appropriate Matter.

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Export your Time Entries Back to Clio

To export time entries from Chrometa to Clio for billing, click "Time" then "Summary" and scroll down to the Timesheet section. Check the boxes beside the time entries that you would like to export back to Clio then click "Export" and select "Clio".

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Categorized time entries, or time entries associated with a Matter, are synced to Clio. Uncategorized time, or time not associated with a Matter, remains in Chrometa.

Chrometa for Android and iPhone

Chrometa has apps for both Android and iPhone that turn your phone calls and text messages into billable time entries automatically. 

iPhone users with Verizon, AT&T, or Sprint can have their call logs imported into Chrometa along with phone numbers. Once you have associated a phone number with a Contact, then subsequent call logs with automatically be associated with the correct Contact. 

For more information about using Chrometa with your Android or iPhone device, click HERE

Learn more about Chrometa

Chrometa Support

Clio and Chrometa: A Co-Hosted Webinar

In around 30 minutes, Brett Owen, CEO and Co-Founder of Chrometa, will take you through Chrometa's fantastic time tracking abilities and show you how to connect your Chrometa account with Clio.

You can open or compose an email, draft a document, answer phones, conduct meetings or anything else you do during the day, and it will automatically track your time. Learn how to capture time by using the Chrometa interface, and then import all of that information directly into Clio so that it is available to bill out to your clients in just a few clicks. This easy to use integration could help your firm manage your time tracking even more efficiently than ever before.