Tempello

How to Automatically Sync Client Emails to the Right Matter in Clio

For small law firms using Clio, every minute matters, especially when time spent sorting emails or logging billables directly impacts productivity and profitability. Yet, many firms still rely on outdated or manual methods to track communication and time.

It’s a silent productivity killer: lawyers and staff spend hours each week sorting through client emails, manually associating them with the right matter, and logging time. According to the Clio Legal Trends Report, lawyers spend only 2.5 hours daily on billable work, yet they work over 8 hours. That means 5+ hours are going to non-billable admin tasks.

One of the biggest culprits? Timekeeping and email management.

In this guide, we’ll show you how to automatically sync client emails to the right matter in Clio, capture time as you go, and turn tedious email review into a streamlined, billable workflow using Tempello.

Why Email Is a Timekeeping Black Hole for Lawyers

1. Volume and Complexity

Lawyers handle hundreds of emails a day. Client communication, internal threads, and opposing counsel responses flood the same inbox. Knowing which email belongs to which matter (especially when clients have multiple open cases) requires context and time.

2. Manual Tagging Is Error-Prone

Even diligent attorneys can mislabel an email or forget to associate it with a matter. If an email goes untagged or unlinked in Clio, that’s billable time and critical context lost.

3. Admin Overload Reduces Profit Margins

Every hour spent manually organizing communications is an hour not spent practicing law. For firms billing by the hour, this administrative burden directly cuts into revenue.

What Is Tempello—and How Does It Help?

Tempello is built specifically for lawyers who use Clio. It connects your email inbox to Clio and does three things automatically:

  • Grabs every email related to a legal matter
  • Syncs it to the correct matter in Clio
  • Books the time based on reading, writing, and replying, no timers needed

Results You Can Expect:

  • 20%+ increase in billables per month
  • 3 hours per week saved per lawyer or staffer
  • No missed time entries or communication logs

It’s the kind of automation that doesn’t just capture time, it captures productivity.

Step-by-Step: How to Automatically Sync Client Emails to the Right Matter in Clio

Let’s walk through how Tempello works to simplify your workflow and ensure every email lands where it belongs, without any manual effort.

Step 1: Connect Your Inbox

Whether you use Gmail or Outlook, you start by securely connecting your email account to Tempello.

  • OAuth Authentication: Tempello uses secure sign-in protocols and does not store your password.
  • Data Security: All email data is encrypted and handled with privacy best practices to comply with legal data standards.

Step 2: Match Emails to Clients and Matters

Once your email is connected, Tempello begins scanning the metadata of incoming and outgoing emails. It uses intelligent matching algorithms to determine which Clio matter an email relates to.

Here’s how it works:

  • Client recognition: Based on email address, domain, signature, or prior history
  • Matter recognition: If a client has multiple matters, Tempello uses subject line patterns, participant info, and content cues to determine the right match

This solves a common problem: the same client may have a divorce and a business litigation matter, but they send everything from one email address.

Step 3: Auto-Sync Email Content to Clio

Once the right matter is identified, Tempello:

  • Logs the whole email thread
  • Creates a contact log in Clio, associated with the correct matter

This ensures complete visibility and legal compliance, without needing to forward or manually tag anything.

Step 4: Auto-Capture Time (No Timer Required)

One of the most powerful features is that Tempello captures time spent for every email.

  • If you read an email for 4 minutes, log it.
  • If you compose a 15-minute reply, it is logged.
  • If you exchange emails with a client for over an hour, they are all captured and attributed to the right matter.

And it happens without a single timer or manual entry.

What Sets Tempello Apart from Other Clio Time Tracking Tools?

Most timekeeping software forces you to remember what you did and manually record it. Even Clio’s built-in tools require you to manually click “track time,” “log activity,” or match emails.

Tempello removes friction by automating that entire layer.

FeatureClio Native ToolsTempello
Email-to-matter syncManualAutomated
Time captureManual entryAI-powered, automatic
Multi-matter matchingLimitedIntelligent disambiguation
Setup timeModerateMinutes
Staff time savedMinimal3+ hours/week per person
Increase in billablesVaries20%+ typically

Who Benefits the Most from Tempello?

Small Firms Using Clio

With fewer administrative staff, every minute saved is more time for legal work. Tempello gives solo and small firms (30 people or fewer) enterprise automation without the overhead.

Attorneys with Complex Caseloads

Accurate email-matter association is crucial if your firm handles litigation, family law, or business clients with multiple matters. Tempello does this better than any generic tool.

Billing Managers and Accounting Teams

With all-time entries logged in real time, billing becomes faster, more accurate, and less prone to disputes. Attorneys no longer have to be chased for their time logs.

Legal Accounting Firms

If you’re an outsourced CFO or bookkeeper working with Clio-using firms, Tempello helps your clients capture more revenue without lifting a finger.

Case Study: A Small Firm Boosts Monthly Billables by 23%

A five-attorney litigation firm in Toronto integrated Tempello into their Clio setup. Before Tempello, they:

  • Missed 20+ hours/month in unlogged email time
  • Spent 2 hours/week per person manually tagging emails in Clio
  • Had frequent internal mix-ups about which email belonged to which matter

After onboarding Tempello:

  • Billables increased by 23% in 90 days
  • Manual timekeeping dropped by 90%
  • Staff satisfaction improved due to fewer interruptions and manual steps

Best Practices: Get the Most from Tempello + Clio

To maximize your ROI, follow these best practices:

Use Tags and Naming Conventions in Clio

Tempello’s AI improves as it learns your workflow. Clean client and matter naming conventions in Clio make auto-matching faster and more accurate.

Encourage Consistent Email Use

Ensure all client communications flow through the same central inboxes, not personal emails. Tempello can track what it can see.

Review Weekly Time Logs

While Tempello does the heavy lifting, occasional reviews ensure compliance and accuracy before invoices go out.

Is It Safe to Let AI Handle Legal Email Syncing?

Absolutely. Tempello is built with legal-grade security and compliance in mind:

  • End-to-end encryption 
  • Audit logs and data transparency 
  • Optional human-in-the-loop review for sensitive firms

You’re not handing over control, you’re removing grunt work while keeping your data protected and accessible.

Final Thoughts: Don’t Just Capture Time—Capture Productivity

Email is essential to legal work, but it is also a hidden drain on time and revenue when managed manually. With Tempello, firms using Clio can finally stop wasting time sorting emails and start automating what should’ve been automated long ago.

You don’t need to change your workflow. You just need more innovative tools.

Get Started Today: Make Every Email Work for You

Want to bill more without working more?

Visit Tempello.ai to see how innovative legal time capture works.
Book a demo and see how Tempello can help your firm save hours and increase revenue.
Join other small firms that have reclaimed their time and turned it into billable hours.

Tempello — Sync smarter. Bill better. Work less.