Billing Workflow and Analytics
Follow the firm's time from draft to billing with the Billing Workflow queues, send reminders, and report on recorded, approved and sent time in Analytics.
Two pages show a firm's administrators where the work stands. Billing Workflow lists entries waiting between a lawyer and the billing system; Analytics reports on the period. Neither lets an administrator edit or approve a lawyer's work.
Billing Workflow
The page, titled Queues, groups entries by what is holding them:
| Queue | Holds |
|---|---|
| Draft | Entries awaiting the lawyer's approval. |
| Needs attention | Drafts missing a duration, description, client, matter or required billing codes. |
| Approved, not sent | Approved entries not yet in the billing system, with a filter for entries held back. |
| Changed after sending | Entries changed after they were sent. |
| Program exceptions | Items from PCLaw or Unity Accounting that need an administrator. |
Filter by lawyer, how long an entry has waited (including over 14 days), what is missing, and order. Each row shows the entry date, waiting days, how the entry was made and on which app.
Reminders. Choose a lawyer's row to send them a reminder about that queue. One reminder per lawyer per queue per day.
Billing Managers see the members of the groups they manage; the page says so at the top.
Analytics
Three tabs:
- Dashboard: time recorded, active members, approved by lawyers, time from creation to approval, sent to Clio, billing files generated, time from approval to handoff, and the estimated value of time recorded, with charts of recorded against approved time and handoffs by route.
- Explore: choose a measure (time recorded, lawyer approvals, handoff to billing), how it is counted, and group by week, month, member, status, how the entry was made, client, matter, lawyer role, billing system or app. Show entries lists the underlying rows; Export CSV downloads them; the page prints.
- Reconcile: entries made from Reconcile, their hours and how many lawyers made them. Shown only once five or more lawyers have contributed, and per lawyer only where the lawyer shares that.
Filters on every tab: Period (this month, last month, last 90 days, this year to date, custom dates), Compare with the previous period or the same dates last year, lawyer, group, client, matter, billing system and app. Work on matters restricted from you appears as one combined row and is never named.
What the figures mean
- Estimated value uses each lawyer's rate as CaseClock knows it, for estimation only. It is not an invoice total.
- Figures count entries made in CaseClock. Time entered directly in the billing system is not included.
Common questions
A tile says Not available on this server yet. That figure depends on a backend feature your firm's service does not offer yet.
A lawyer says they never received a reminder. Reminders go to the member's CaseClock email once a day per queue. Check the address under People, Members.
Related guides
Connections
What the Connections page shows firm administrators about Clio, CaseClock Sync for PCLaw or Unity Accounting, the shared client list and Microsoft 365 approval.
Admin first week
The order of operations for a new Owner or Admin in the CaseClock Admin Center, from the reporting time zone to roles, connections and the first reports.