Using 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.
Reconcile is for the work that never got dictated: the call that ran into the next meeting, the email thread you answered between tasks. It checks your Microsoft 365 calendar, mail and files against the time you have already recorded and shows what may still need an entry. It reads only the subject or file name, the times and the participants of each item, and it never creates a time entry on its own. You decide what becomes a draft.
This guide shows the web app. The phone's Reconcile tab shows the same items; connecting is done on the web.
Before you begin
- A Microsoft 365 work account with your calendar, mail and OneDrive. Microsoft 365 is the connection CaseClock offers today.
- Reconcile is connected from the web app. The phone shows the same items once it is connected.
- If your firm's Microsoft 365 administrator controls which apps may connect, Microsoft shows an approval request instead of signing you in. The setup screen gives you a link and a ready-made email to send your administrator; once approved, connect again.
Connect Microsoft 365
In the web app choose Reconcile in the top bar, or Settings, Reconcile.
Choose Connect Microsoft 365. Pick the sources CaseClock may read: Email, Calendar and Teams meetings, OneDrive files.
Decide on Read content. Off, CaseClock reads only subjects, names, times and participants. On, it may read the text of an item to draft a better description; the Content reading for Reconcile page explains exactly what that means before you choose Turn on content reading or Not now.
Choose Continue to Microsoft and sign in to Microsoft 365. Microsoft shows the read-only permissions CaseClock asks for. You return to CaseClock when it is done.
Review what Reconcile found
The Reconcile page lists items for a window you choose: Today, Last 3 days, Last 7 days, Last 31 days, This month, Last month, or your own Dates. Choose Refresh to check again. Items are sorted into tabs:
| Tab | What is there |
|---|---|
| Likely work | Items CaseClock's analysis read as work on a file of yours. |
| Possibly work | Items that may be work but are not linked to a client of yours, or that the analysis could not place. Set the client to move one up. |
| Probably not work | Notes to yourself, mail only among people at your firm with no matter, automated senders, senders you dismissed before, and items read as probably not legal work. Restore one if it is work. |
| Handled | Everything you acted on: Drafts created, Already captured, Not billable, Dismissed. |
Each card shows what the item is, why it is on this tab, the client and matter CaseClock proposes, and any time you already recorded that day for that matter.
On a card you can:
- Create a draft. A draft entry is made with the date, a starting duration (see below) and a description seed. It opens like any other draft for you to finish and approve. Choose a client first if the card has none.
- Already captured. You billed this elsewhere.
- Not billable. Work you will not bill.
- Not for me. Personal, or not legal work. The item moves to Handled. Dismissing does not hide that sender's future mail: every message is still read and sorted. After you dismiss the same sender twice, their items are sorted under Probably not work with the reason shown. Only Automated or noise sets a sender aside automatically; those senders are listed under Reconcile in Memory, where you can remove them.
- Restore anything from Handled with Back under review.
Computer activity in Reconcile
If you have turned on computer activity in CaseClock Desktop, time measured in the programs you chose appears here as well: "Worked in Word" with the document title and the active minutes, labelled measured. An item still being measured reads In progress. Minutes that were also on your timer are shown and left out ("12 of 40 minutes were on your timer"). Create draft makes a draft with the measured minutes; Count it adds a gap CaseClock could not measure; Split across matters makes several drafts from one item. How this fits with dictation and the timer: How recording, the timer and computer activity work together.
The time pre-filled on a draft
A booked meeting keeps its booked time. An email or a file has no duration of its own, so CaseClock pre-fills the time you chose. On the web, open Settings, Reconcile, Time pre-filled on items with no booked duration (on the phone, Account, Reconcile) and choose Leave the time blank (default), 0.1 hour (6 minutes), or A number of minutes I choose. The Reconcile estimate values those items the same way.
The daily email
On the web, under Settings, Reconcile, turn on Send a daily review and choose a time. CaseClock emails a short list of the items most worth a look. The email never includes subjects or content.
What Reconcile does not do
- It never creates, approves or sends a time entry. Only you do.
- It stores no message, event or file bodies. With Read content on, text is read to draft a description and is not kept.
- Items are kept for 30 days from when they were found. Disconnecting Microsoft 365 deletes every Reconcile item.
- Dismissing a sender never hides their mail before it is read. A sender is a hint, not a verdict.
- Your firm's administrators do not see your Reconcile items. Analytics for a firm shows only counts of entries made from Reconcile, and only once at least five lawyers have contributed.
On the phone
The Reconcile tab shows the same windows and tabs with Create draft, Review entry, Already captured, Not billable and Dismiss on each item, and Account, Reconcile holds the pre-fill setting and the connection state. Connecting is done on the web.
Common questions
The Reconcile section is missing. It is not yet connected. Open Settings, Reconcile in the web app and connect Microsoft 365. On the phone the tab appears once that is done.
Items I expected are not there. Widen the window and Refresh. Reconcile reads only the sources you allowed; check them under Settings, Reconcile, Sources.
Can I disconnect? Yes, under Settings, Reconcile. The connection and every Reconcile item are deleted; your time entries are untouched.
Related guides
Memory
See what CaseClock has learned about your spellings, writing and billing habits, add or remove items, and switch learning off while keeping control.
Recording, timer, activity
What each way of capturing time measures, how CaseClock keeps the same work from being counted twice, what reaches Reconcile and what needs your approval.