Getting started with the Admin Center
Who can sign in to the CaseClock Admin Center, how to get in, what each section of the sidebar is for, and what lawyers see instead.
The Admin Center at admin.caseclock.ai is where a firm's administrators give people access, follow lawyers' time from draft to billing, and report on the work. Every lawyer still approves their own entries; nothing in the Admin Center edits or approves a lawyer's work.
Before you begin
- Your firm must be set up for the Admin Center by CaseClock, and you must hold one of the administrative roles. See Set up CaseClock for your firm.
- Use a desktop browser with a window at least 1024 pixels wide. Narrower layouts are not yet supported.
Who can sign in
| Role | In the Admin Center |
|---|---|
| Owner | Everything, including roles, firm billing and matters restricted from them. |
| Admin | People, Firm Settings, matter access, Audit and every operational figure. Cannot manage Owners or firm billing. |
| Billing Manager | Billing Workflow and Analytics for the groups they manage, with read-only People, Clients & Matters, Connections and Firm Rules. No Audit. |
| Lawyer | No Admin Center access. Lawyers use the CaseClock apps. |
| Delegate | No Admin Center access. Acts for named lawyers inside the CaseClock app. |
A lawyer or delegate who signs in sees The Admin Center is for Owners, Admins and Billing Managers, naming their firm and role. An Owner can add an administrative role to their account if they need one.
Sign in
Open admin.caseclock.ai and choose Sign in.
Enter the email address your firm invited. CaseClock sends a six-digit code; type it to continue. It is the same sign-in as the CaseClock apps.
If this address has never signed in to CaseClock before, you are asked to open the CaseClock web app, sign in there once, then return. If the account is not yet a member of a firm, the page says so and tells you to ask an Owner or Admin to check People, Invitations.
Personal email addresses (public mail providers) cannot administer a firm.
The sidebar
The top bar shows your firm's name and region and an account menu with Sign out. The sidebar has two groups; an item appears only if your role may open it.
Work
| Section | What it is for |
|---|---|
| Overview | The firm's figures for the period and anything needing attention. |
| Billing Workflow | Entries waiting between a lawyer and the billing system, in queues, with reminders. See Billing Workflow and Analytics. |
| Analytics | Time recorded, approved and sent, by lawyer, client, matter and period. Same guide. |
Firm
| Section | What it is for |
|---|---|
| People | Members, invitations, roles, groups and requests. See Inviting lawyers and assigning roles. |
| Clients & Matters | Recorded time by matter, client or lawyer, and who may see each matter. |
| Connections | Clio, CaseClock Sync (Unity Accounting or PCLaw), the shared client and matter list, lawyer ids in the billing system, Microsoft 365 firm approval. See Connections. |
| Firm Rules | Text added to every description and drafting guidance for the firm, groups, clients or matters. See Setting firm rules. |
| Billing | The firm's plan, seats, payment method and invoices. Owners only. |
| Firm Settings | Reporting time zone and firm-wide choices. Owners and Admins. |
| Audit | Every change made in the Admin Center, who made it and the values before and after. Owners and Admins. |
Opening a section your role cannot use shows This page is not available for your role, with the roles that can open it.
What administrators can and cannot see
Administrators see each member's entries as figures and states (client, matter, duration, status, dates) for the matters they are allowed to see. They never see a lawyer's recordings or dictations, the text of entry descriptions, a lawyer's Microsoft 365 items, or a lawyer's Memory, rules and glossary. Matters restricted from an administrator are counted, never named.
What happens next
Follow Your first week as a firm administrator: time zone, roles, connections, rules, then the first look at the work.
Common questions
The Admin Center turns me away. Your account holds the Lawyer or Delegate role only. Lawyers use the CaseClock apps; ask an Owner to add an administrative role if you need one.
A page says Not available on this server yet. That part of the Admin Center depends on a backend feature your firm's service does not offer yet. Nothing is wrong with your account.
The layout looks cramped. Use a desktop browser window at least 1024 pixels wide. Narrower layouts are not yet supported.
Related guides
Computer activity
Let CaseClock Desktop notice the time you spend in programs you choose, what it records and never records, how to pause or stop it, and how measured time reaches Reconcile.
Clio
Connect your Clio account so clients and matters sync automatically, send approved entries to Clio, and understand what happens with closed matters.