Using Memory
See what CaseClock has learned about your spellings, writing and billing habits, add or remove items, and switch learning off while keeping control.
Memory is where CaseClock keeps what it has learned about you: how you spell names, how you like descriptions written, and the billing habits of each matter. Everything in it is yours to read, edit and remove, and a removed item stops applying at once. Memory is personal notes applied to your own drafts; it is not used to train AI models.
Where to find it
- Web: Settings, Memory. The Dashboard also shows What CaseClock has learned with a link.
- Phone: Account, Memory.
What is in Memory
| Group | What it holds | Example |
|---|---|---|
| Spellings (the glossary) | Names and terms CaseClock spells your way. | "Karim Sadeghi", not "Kareem Sadeghi" |
| Memory | Notes about how you write and bill, in Writing, People, Billing, Preferences and Other, each marked About you or By client and matter. | "Starts descriptions with the verb." |
| Rules | What CaseClock applies before it asks: Starting duration, Billing increment, Billing codes required, Usual billing codes, Not charged, How I write, Jurisdiction, on one matter, one client or everywhere. | "Harrison estate: increment 0.25." |
| Reconcile | Senders you dismissed as automated, which Reconcile sets aside, and senders you restored, which it reads as work. Shown only when it has items. Remove one and the next email from that sender comes through again. | A newsletter sender marked Skipped |
At firms that set them in the Admin Center, the firm's rules appear read-only under Firm rules; see Setting firm rules for entry descriptions.
How CaseClock learns
- Corrections. When you change a name or a word in a draft, CaseClock notices the pattern and remembers the spelling.
- Spelling aloud. Say "that's Sadeghi, S-A-D-E-G-H-I" while dictating and the spelling is kept.
- Asking. Say "CaseClock, remember that I always bill the Harrison file in quarter hours."
- Your edits and approvals. Repeated habits in how you edit and approve are noted as memory items.
When CaseClock remembers something, the entry shows a Remembered notice with Undo, Change scope and Manage, so you see it the moment it happens. Entries that used a memory item say Used from memory.
Managing items
On the web, open Settings, Memory; on the phone, Account, Memory. Use the search box or Filter by client and Filter by matter to narrow the list. Under Glossary, Show these names lists the names CaseClock already knows from your clients and matters.
On an item, choose Edit (or Edit spelling, or Change for a rule) to correct it, Change scope to apply it everywhere or on one matter only, or Remove.
After Remove, an Undo is offered briefly. A removed item stops applying at once and is not relearned.
Add items yourself with Add a spelling, Add to memory and Add a rule.
Switching learning off
The Learn from my work switch at the top of Memory stops CaseClock from learning anything new. What it already learned stays until you remove it. Spellings you add or dictate yourself are still kept.
Who can see Memory
Only you. Your firm's administrators cannot see your Memory, rules or glossary.
Common questions
CaseClock keeps using an old spelling. Open Spellings, find the name and choose Edit spelling, or remove it and dictate the spelling once more.
A rule applies to too many entries. Choose Change scope on the rule and limit it to one matter or one client.
Related guides
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.
Reconcile
Connect Microsoft 365 so CaseClock can find meetings, emails and files with no time entry, then turn the right ones into drafts and dismiss the rest.