Choosing clients and matters
Where your client and matter list comes from, how to fix a wrong matter on an entry, what closed matters mean, and how to handle duplicates or missing names.
Every entry belongs to a client and a matter. CaseClock matches the names you say against your list, and you can always choose by hand. This guide explains where the list comes from and how to work with it.
Where your list comes from
| Source | How it stays current |
|---|---|
| Clio | CaseClock reads your contacts and matters about every five minutes. See Connecting CaseClock to Clio. |
| A file from your billing program | You upload the list under Settings, Clients and Matters and upload again when it changes. See Using CaseClock with CSV files and other billing systems. |
| Your firm's shared list | At firms using CaseClock Sync for PCLaw or Unity Accounting, the program keeps the list current for everyone. |
Entries you type directly into Clio or your billing program do not appear in CaseClock. CaseClock shows the entries made in CaseClock, and Reconcile compares your calendar and mail against them.
Pick the matter on an entry
- When CaseClock is sure, the draft carries the client and matter already.
- When several matters fit, the draft shows Matters this could be. Choose one with a tap.
- To change either field, choose Edit on the entry (the pencil on the phone). Start typing in the Client field to narrow the list, choose the client, then choose from that client's matters.
- Only open matters are offered for a new entry.
Closed matters
A matter closed in Clio stays in your list marked (Closed), so an old entry can still be read and filed. CaseClock does not propose a closed matter for a new entry and will not send time to it. To bill time on a closed matter, reopen it in Clio first.
Non-billable clients and matters
Under Settings, Clients and Matters, the Current list lets you mark a client or matter non-billable. Every entry on it is then kept without a charge and sent to Clio as non-billable. See Review and approve entries.
Task-based billing on a matter
A matter that requires task-based billing codes shows Billing codes required in the list and needs an activity and a task code on every entry. See Understanding task-based billing codes.
If something is wrong with the list
- A client or matter is missing: Missing client or matter.
- The same client appears twice: with Clio, the duplicate exists in Clio; merge or delete it there and the next sync removes it here. With a file, remove the duplicate row and upload the file again.
- A name is misspelled in the list: fix it in Clio or in your file; CaseClock does not edit your client list.
Related guides
Review and approve
What each entry status means, how to fix a draft by hand or by voice, combine or un-approve entries, and what approval sends to your billing system.
Billing codes
How CaseClock handles UTBMS activity and task codes, where the firm switch lives, how to dictate or suggest codes, and where codes end up.