Your first week as a firm administrator
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.
The Admin Center does the most for a firm when its people and connections are right from the start. This is the order the first firms used.
Before you begin
You are the firm's Owner, or an Admin the Owner added. See Set up CaseClock for your firm and Getting started with the Admin Center.
Day 1: the firm
Sign in at admin.caseclock.ai and open Firm Settings. Set the reporting time zone so periods and dates match your office.
Open People, Members. Everyone whose account joined automatically is listed as a Lawyer. Add a second Owner as a backstop, and an Admin for whoever manages people day to day.
Open People, Requests and approve or decline anyone waiting to be added.
Day 2: the people
Invite the colleagues who are not yet in: People, Invitations. Choose roles and whether each person Records time; billing staff who do not bill have it off. See Inviting lawyers and assigning roles. If assistants act for lawyers, grant Delegate with May draft and, where wanted, May approve: Acting for a lawyer as a Delegate.
Day 3: the connections
Open Connections. Check the firm's Clio account and which members have connected; Remind to connect nudges those who have not. If the firm uses CaseClock Sync for PCLaw or Unity Accounting, confirm who administers it and that the last read is recent. See Connections.
Under People, In your imports, link any lawyer codes from your billing program that are not yet attached to a member, so approved time carries the right id.
Day 4: the firm's standards
If your bills must read a certain way, set Firm Rules: text added to every description, or drafting guidance for the whole firm, a group, a client or a matter. See Setting firm rules for entry descriptions. If insurers require task-based billing codes, confirm the firm's code sets under Connections, Billing settings in force.
Day 5: the first look at the work
Open Billing Workflow to see what is waiting between lawyers and the billing system, and Analytics for the month so far. Send one reminder to anyone with drafts over a week old. See Billing Workflow and Analytics.
Every week after
Check People, Requests, the Needs attention queue in Billing Workflow, and Connections for anything marked Warning or Failed. Audit keeps every change you and your colleagues made.
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.
Security and privacy
What CaseClock records and stores, where it is kept, which permissions each feature asks for, who at your firm can see what, and how to delete your data.