Using CaseClock on the web
Find your way around app.caseclock.ai, from the Dashboard and Entries list to recording in the browser and every pane under Settings.
The web app at app.caseclock.ai is where you review and approve entries, manage your clients and matters, connect your billing system and change settings. It works in any current desktop or mobile browser.
Before you begin
Sign in with your work email and the six-digit code CaseClock emails you. See Getting started as a lawyer if you do not have an account.
The top bar
| Item | What it is |
|---|---|
| Dashboard | A summary of recent entries, time recorded, and what CaseClock has learned. |
| Record | Dictate in the browser or type an entry by hand. Start timer on an entry, client or matter runs a timer instead. |
| Entries | Every entry, in tabs by status. |
| Reconcile | Work found in your Microsoft 365 calendar, mail and files that has no time entry yet. Shown once Reconcile is set up. See Using Reconcile. |
| Account menu (your initials, top right) | Settings, Get Desktop App, Get Mobile App, Workspace billing or Manage workspace billing, Sign Out. On a narrow window the main sections move into this menu. |
If your firm has named you a Delegate for a lawyer, a Viewing as switcher also appears here; see Acting for a lawyer as a Delegate. A running timer shows as a chip here; see Track time with the work timer.
Recording in the browser
Choose Record, then the round RECORD button, speak, and choose Stop & review. The first time, your browser asks for microphone permission. After the upload, CaseClock shows Transcribed, Structuring and Ready to review, then opens the entry. Recording needs an internet connection.
To type an entry instead, choose Manual entry. Fill in what you know (description, date, duration, rate, client, matter, and billing codes if your firm uses them) and choose Save as draft. A typed entry is reviewed and approved exactly like a dictated one.
The Entries list
Entries sit in tabs:
| Tab | Holds |
|---|---|
| Needs attention | Drafts missing something you must add before approval. |
| Drafts | Drafts ready for review. |
| Approved | Entries you approved that are waiting to be sent or exported, or already in Clio. |
| Exported | Entries written to a file or sent to Clio. |
| Archived | Entries hidden from your list and excluded from every export. |
Use Search entries or the filter panel (clients, matters, dates) to narrow the list. Tick several entries to approve, combine, un-approve, archive or delete them together. The header offers Send to Clio at Clio firms, and Export approved and Update clients and matters at firms that work with files.
How statuses, approval and the bulk actions work is in Review, edit and approve entries.
Settings
Open Settings from the account menu. The left-hand panes:
- Profile, in sections: your name and email; Delegates your firm has named for you; Set up CaseClock for my firm and Ask to add someone; Entry Style Guide; Firm details (default rate, jurisdiction, practice area); Billing style; Missing entry date; Recording (the pause control); Task-based billing codes (UTBMS); Show dollar estimates; and the Danger zone for deleting your account.
- Memory: what CaseClock has learned about how you write and bill, with the Learn from my work switch. See Using Memory.
- Clients and Matters: your current list, the Clio connection or your file import, Import history, Lawyer rates, and the export layout for your billing program.
- Reconcile: the Microsoft 365 connection, the sources it reads, the daily email and the pre-fill setting.
- Computer activity: the programs and websites CaseClock Desktop may measure, the idle limit, the daily reminder and Delete my captured activity. See Computer activity in CaseClock Desktop.
- Workspace: your subscription status, payment method and invoices, or a note that your seat is paid by your firm.
What happens next
Most lawyers record on their phone or with the desktop app and come to the web app to review. Install those from Get Desktop App and Get Mobile App in the account menu, or read Install and set up the CaseClock desktop app and Using CaseClock on iPhone and Android.
Common questions
I am offline. A banner says your work is safe and some features are paused. Recording and approving need a connection; reading your entries does not.
The page says I am still signed in but cannot reach CaseClock. That is a connection problem, not a sign-out. Choose Try again now once your connection is back.
A pasted link to an entry shows Page not found. Open Entries and search for the entry instead. Links you click inside the app work normally.
The app says my trial ended or my subscription is inactive. Your data is safe and your recordings are kept. You can still read and export; recording, editing and approving wait until access is restored. Billing is under Settings, Workspace, or with your firm's Owner.
Related guides
Send to billing
What approving does for each billing system CaseClock works with, how to send or export, and how to tell that an entry has arrived.
iPhone and Android
Install the CaseClock phone app on iPhone or Android, record on the move, review and approve entries, and find Memory and your settings under Account.