Connections in the Admin Center
What the Connections page shows firm administrators about Clio, CaseClock Sync for PCLaw or Unity Accounting, the shared client list and Microsoft 365 approval.
Connections is where the firm's administrators see how CaseClock is joined to the firm's other systems, and act when something needs attention. Owners and Admins can change settings here; Billing Managers can read them.
What the page shows
| Card | What it tells you | What you can do |
|---|---|---|
| Clio | The firm's Clio account, the last successful sync, and a table of each member's own Clio connection. | Remind to connect sends one reminder per member per day to anyone not connected. |
| Unity Accounting, PCLaw or CaseClock Sync | The program's health (Good, Warning, Failed, Not configured), last written, last processed, the waiting file, held entries and open alerts, and who receives alert emails. | Write now; Pause sending and Resume sending with a reason for Audit; the schedule (every hour, as soon as an entry is approved, once a day at a set time, or every few minutes); acknowledge a failed batch. |
| Client and matter list | Whether the firm shares one list, the last Clio refresh, and import outcomes for the last 90 days. | |
| Billing system lawyer ids | Which members carry the id your billing program knows them by. | Link ids under People, In your imports. |
| Billing settings in force | The firm's task-based billing code sets and non-billable clients and matters. | |
| Microsoft 365 firm approval | Whether your Microsoft 365 administrator has approved CaseClock for Reconcile. |
Each lawyer's Clio connection is their own; Clio does not offer a firm-level connection. The page names the firm's chosen Clio account and flags anyone connected to a different one.
Hand the setup to your IT team
For CaseClock Sync for Unity Accounting, Setup links for IT creates a link your IT team uses to pair the program without a CaseClock sign-in: Create setup link, then Email your IT team, and Revoke when it has been used. CaseClock Sync for PCLaw pairs by sign-in instead. The install guides for IT are on caseclock.ai.
Managed setup
Under Managed setup, Owners and Admins choose which Microsoft 365 sources lawyers may turn on for Reconcile, name the firm's Clio account, and say who administers the CaseClock Sync connection. Save managed setup applies it.
Common questions
A card says Not available on this server yet. That part of the page needs a backend feature your firm's service does not offer yet. Nothing is wrong with your connection.
Sending is paused and lawyers ask why. Paused sending holds approved entries until Resume sending. The reason entered is in Audit.
Related guides
Firm rules
Add fixed text to the start or end of every description, or give drafting guidance, for the whole firm, a group, a client or a matter, from the Admin Center.
Workflow and reports
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.