Time tracking and invoice drafts

At a firm that bills by the hour, the money is made in Clio time entries, but the entries appear last. A lawyer writes emails in Outlook all day, talks to a client in Teams, drafts a document in Word and only in the evening or on Friday tries to remember which matter they spent how much time on. Some hours vanish, some are assigned to the wrong matter, and at the end of the month a partner, before approving invoices, reads the entries and asks colleagues what hides behind "consultation, 2 hrs". Accounting then retypes the approved amounts into SAP Business One or Sage by hand.

The assistant drafts the timesheet for the lawyer. Every evening it reviews the Outlook calendar meetings, sent emails, Teams calls and Word editing time in SharePoint, matches them to matters in Clio by client, parties and matter number, and proposes time entries with a duration and a description: "Preparing response to claim, matter no...., 1.5 hrs". The lawyer confirms them in Teams or Clio, corrects the duration or moves them to another matter, and an unconfirmed entry is not billed. At the end of the month the assistant takes the confirmed entries and prepares an invoice narrative for each client at the level of detail set in the firm's engagement agreement, plus an import file for SAP Business One or Sage. The partner reviews the narrative, writes off hours that will not be shown to the client and approves, and only then is the invoice issued in the accounting system. We implement it as a Power Automate flow in your Microsoft 365 tenant, and email and meeting content that contains matter details is summarised by a model in MDP CLOUD's private GPU cloud in Lithuania (EU) or by Claude through Amazon Bedrock in an EU region, with no training on your data and with a log in line with GDPR.