Weekly unbilled legal work digest to protect revenue
Every Monday, get a Slack digest of unbilled work in your law practice, ranked by revenue at risk with clear next steps to get it billed.
Clio
Slack BotFinanceOperationsDaily DigestsAI ReportsEvery Monday at 8am, run an agent that reviews unbilled work in Clio and pushes the firm to bill it. The goal is a short, prioritized digest focused on revenue at risk and clear next actions, not a raw dump of entries.
Pull the firm's recent time and expense entries with Clio List Activities, filtering to work that has not been billed yet. Use the fields query param to keep the response lean (pull at least id, type, date, quantity, price, total, the note or description, billed status, the associated matter, and the user who logged the entry), and page through every result with page_token until there are no more pages. Also pull Clio List Billable Matters to get the open matters along with their responsible attorney so each entry can be attributed correctly.
Clio reports activity quantity in seconds on current API versions (4.0.4 and later), so convert seconds to hours in the summary. Money amounts are decimals in the account currency. Group unbilled hours by matter and by responsible attorney, sum the hours and the estimated dollar value of the work sitting in progress, and rank matters by unbilled value so the largest revenue at risk is at the top.
Call out two problem categories explicitly: entries that look stale (unbilled and older than the staleness threshold, default 30 days) and time entries that are missing a narrative or description, since those usually cannot be billed as they stand. These are the leaks the digest exists to catch.
Post the result to Slack with Send a Message to the configured billing channel. Lead with the total unbilled value and the top matters by revenue at risk, then the responsible attorneys carrying the most unbilled hours, then the stale and missing-narrative entries as a short action list naming who should bill what. Use Slack mrkdwn formatting so it is easy to skim, and keep it tight.
Make the destination Slack channel and the staleness threshold in days configurable inputs, so the firm can point the digest at the right channel and match the threshold to how often it invoices.
Additional information
What does this prompt do?
- Pulls your recent time and expense entries and open billable matters from Clio every Monday morning.
- Groups unbilled hours by matter and by responsible attorney and estimates the dollar value of work still waiting to be invoiced.
- Posts a prioritized Slack digest that leads with the matters holding the most revenue at risk and the clearest next steps to bill them.
- Flags time entries that are getting stale or are missing a narrative so nothing slips through before it can be billed.
What do I need to use this?
- A Clio account with permission to view time entries, expenses, and matters.
- A Slack workspace where the digest can be posted.
- A channel for the digest, for example a billing or finance team channel.
How can I customize it?
- Change which Slack channel the digest posts to.
- Adjust the staleness threshold, meaning how many days an unbilled entry can sit before it gets flagged.
- Move the schedule to a different day or time to match when your firm reviews billing.
Frequently asked questions
When does the digest run?
How does it decide what counts as revenue at risk?
What makes an entry look stale?
Will it flag entries with no description?
Does it send the invoices automatically?
Related templates
Stop letting billable work age out.
Put a weekly spotlight on the revenue sitting in progress so your firm bills it before it slips away.