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Law firm billable hours

Export your Clio time entries and matters, then total billable hours and fees by attorney, client, and matter for this month. Use the matter responsible attorney to group work by the right lawyer.

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Someone typed

“total billable hours and fees by attorney, client and matter this month”

The agent read it as

Total billable hours and fees by attorney, client and matter this month from Clio Time Entries and Clio Matters, using the Matter responsible attorney.

What the agent built

4 steps, each one an ordinary Mammoth step you can open and change.

File

Clio Time Entries

CSV export · 15 rows

File

Clio Matters

CSV export · 12 rows

Step

Make entry match keys

Step 1

Step

Make matter match keys

Step 2

Join

Add matter attorney

15 of 15 paired

Step

Total this month

Step 4

Result

Monthly Matter Fees

7 rows

Schedule

Runs when you say

Proposed

File
Clio Time Entries
CSV export · 15 rows
File
Clio Matters
CSV export · 12 rows
Step
Make entry match keys
Step 1
Step
Make matter match keys
Step 2
Join
Add matter attorney
15 of 15 paired
Step
Total this month
Step 4
Result
Monthly Matter Fees
7 rows
Schedule
Runs when you say
Proposed

Checked on the sample files: every step ran, 7 rows came out, and the join paired 15 of 15 rows.

Download Clio Time Entries sample (15 rows)Clio: Activities > Time Entries > Export
Download Clio Matters sample (12 rows)Clio: Matters > Export

What you get back

The result of that run, the rows to look at first.

Monthly Matter FeesSample data7 rows

Responsible attorney	Entry client	Entry matter	Billable hours	Fees
Avery Chen	Northstar Foods	Northstar Foods - Supply Agreement Review	4.80	1,560
Ethan Brooks	Sunline Hospitality	Sunline Hospitality - Employment Handbook	3.80	912
Jordan Alvarez	Helio Robotics	Helio Robotics - Series A Financing	4.20	1,722
Lucas Reed	Aster Logistics	Aster Logistics - Collections Matter	1.90	503.50
Maya Patel	Bluebird Health	Bluebird Health - Vendor MSA	4.30	1,247
Nina Sato	Maple & Moss Studio	Maple & Moss Studio - Trademark Search	2.40	612
Priya Desai	Cedar & Pine Realty	Cedar & Pine Realty - Lease Renewal	1.30	357.50

7 rows in the result. Sample data: illustrative figures, not business results.

How do you track billable hours by attorney, client, and matter this month?

Export your Clio Time Entries and Clio Matters files, then upload them to Mammoth. The workflow matches entries to matters, adds the matter responsible attorney, and totals billable hours and fees for this month.

How it works

How to use the Monthly Matter Fees workflow

1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Monthly Matter Fees: questions

Which export should you use?

Use the Clio Time Entries export and the Clio Matters export. The workflow reads the rows from those files and uses them together.

What happens to rows that do not match?

Rows that do not match a matter key do not get the added matter attorney, so they do not roll up into the matched totals in the same way. You can review those rows and fix the source data or the matching rules.

How do you change the rules?

Edit the matching words that define the entry key and the matter key, and change the rule that pulls in the matter responsible attorney. Then run the workflow again on fresh exports.