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Tool 018

Smart Time Blocking

Schedule current matter tasks around selected calendars, work hours, durations and buffers, then recheck conflicts before booking.

What it does today

Current-matter tasks scheduled from explicit duration, planning priority, due date, work hours, buffers and checked calendars, with live conflict and task-version rechecks; cross-matter scheduling, split effort and automatic rescheduling pending.

How to use

  1. In Clio, open Matterevo and choose Smart Time Blocking from the Tool Library. Use the search box or the Tasks & calendars family filter to find it.
  2. Enter the details the planner asks for.
  3. Review the proposed outcome, item by item.
  4. Edit or remove anything that is not right.
  5. Confirm to create the reviewed records in Clio.

Before you rely on it

Schedule tasks into available calendar blocks based on priority, deadline, duration, and working hours. The current scope, including what the tool does not do, is listed under What it does today.

Matterevo works within your existing Clio permissions. Paying never grants additional Clio permissions.