Acting for a lawyer as a Delegate
How an assistant named as a Delegate works on a lawyer's entries in the CaseClock web app, what May draft and May approve allow, and what stays with the lawyer.
A Delegate is a member of your firm, often an assistant, who works on named lawyers' entries in the CaseClock web app. An Owner or Admin grants the role in the Admin Center and decides, per lawyer, whether the Delegate May draft and whether they May approve. The lawyer's own account, settings and billing system connections stay the lawyer's.
Before you begin
- Your firm uses the Admin Center and an Owner or Admin has named you a Delegate for one or more lawyers, or for the whole firm.
- You use the web app at app.caseclock.ai. The phone app does not yet offer the switcher.
Switch to a lawyer
Sign in to your own account. In the top bar, open the Viewing as switcher.
Choose View as the lawyer. A banner reads Viewing as their name with your permission: read-only, may draft, or may draft and approve. Approval stays with the lawyer unless you may approve.
Work on their entries. Choose Your own account in the switcher to return to yours.
Your Dashboard also shows a card naming the lawyers you act for.
What you can do
| Permission | You can | Shown on the entry |
|---|---|---|
| Read-only | Read the lawyer's entries. Record is hidden. | |
| May draft | Record and type entries for the lawyer, and change or delete their drafts. | Drafted by you for the lawyer |
| May approve | Approve the lawyer's entries in their name. Their send settings and the firm's billing program take it from there. | Approved by you for the lawyer in History |
A Delegate never un-approves, archives or sends an entry to the billing program, and never changes the lawyer's settings: Settings are the lawyer's own; switch to your own account to change yours. What you approve does not teach the lawyer's Memory.
For lawyers
Your Delegates are listed under Settings, Profile, Delegates, set by your firm in the Admin Center. Entries a Delegate drafted or approved say so. If your firm has no administrator yet, delegate access is paused until it does.
For administrators
On People, Invitations or a member's panel, tick Delegate and set the Delegate scope: the whole firm or named members, with May draft and May approve. A Delegate cannot also be an Owner or Admin. See Inviting lawyers and assigning roles.
Common questions
The switcher is missing. Your account is not a Delegate for anyone yet, or your firm has no Owner or Admin. Ask an administrator to check your role under People.
Can I approve from my phone? Not yet. Approve on the web.
Related guides
Invite people and roles
Invite people to your firm in the Admin Center, choose their roles and whether they record time, manage groups, and handle requests to join.
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.