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CaseClockDocumentation

Manage your firm in CaseClock

Set up a managed firm, add people, manage roles and connections, and follow work through the firm billing workflow.

Use this section if you run CaseClock for a firm. It explains how the Admin Center changes access for lawyers, assistants, billing staff and IT contacts.

Set up your firm

Request the Admin Center and make the first firm settings.

Add people and roles

Invite colleagues, approve requests, assign roles and understand what changes for each person.

Connections

Manage Clio, CaseClock Sync and the firm client and matter list.

Billing workflow and reports

Follow work from draft through handoff and report on it.

Your first week

Use a practical order for people, connections, standards and reporting.

Sage

CaseClock plans a Sage integration. It is not available to set up or use today.

Set up your firm

How a firm gets the CaseClock Admin Center, who becomes its first Owner, what happens to colleagues' existing accounts, and the first settings to make.