Set up CaseClock for 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.
A firm gets the CaseClock Admin Center when CaseClock sets it up. One person is confirmed as the firm's first Owner, the firm becomes a managed firm (CaseClock manages membership and roles for the firm's accounts), and colleagues who already use CaseClock with the firm's email domain join it. This guide is for the person who will administer CaseClock at the firm.
Before you begin
- You, or the colleague who will administer CaseClock, has a CaseClock account at the firm's email domain. Create one at app.caseclock.ai if not; see Getting started as a lawyer.
- The firm uses its own email domain. Accounts at public mail providers cannot administer a firm.
- Everyone at the firm who will be in the Admin Center uses the same CaseClock region (Canada or USA).
Sharing an email domain grants nothing by itself
Having an address at the firm's domain never makes anyone an administrator, and never puts anyone into a firm without a request or an invitation. Administration rights come only from the steps below or from an invitation by an Owner or Admin.
Request the Admin Center
In the web app open Settings, Profile, and find Set up CaseClock for my firm. Name the administrator: yourself, or a colleague at your domain. (You can also ask from the website at caseclock.ai/admin-center/request.)
The named administrator receives an email asking Do you administer CaseClock for the firm? with a link that is valid for seven days. They open it and choose Yes, I administer CaseClock for the firm. The section now reads Awaiting CaseClock's review.
CaseClock reviews and approves the request; you hear back by email. The named person becomes the firm's Owner, the firm becomes managed, and every CaseClock account at the firm's domain in the same region joins as a Lawyer. Those colleagues receive an email saying the firm now manages CaseClock accounts and a notice in the app explaining what administrators can and cannot see.
The Owner signs in at admin.caseclock.ai. See Getting started with the Admin Center.
First settings
Under Firm Settings, set the firm's reporting time zone so periods and dates in Analytics and Billing Workflow match your office.
Under People, give colleagues their roles: another Owner as a backstop, Admin for whoever manages people day to day, Billing Manager for billing staff. See Inviting lawyers and assigning roles.
Under Connections, check the firm's Clio account or CaseClock Sync connection and the shared client and matter list.
The full order of operations is in Your first week as a firm administrator.
Colleagues who join later
- Someone creating a CaseClock account at a managed firm's domain is told that the firm manages CaseClock accounts and can choose Ask the administrators to add me. The request appears under People, Requests, where an Owner or Admin approves it, which sends an invitation.
- Any lawyer can also ask for a colleague under Settings, Profile, Ask to add someone.
- Owners and Admins can invite anyone directly from People, Invitations.
Rules worth knowing
- An account belongs to one firm at a time.
- Nobody can change their own membership or role.
- The firm's last Owner cannot be demoted, suspended or removed; add another Owner first.
- Administrators never see a lawyer's recordings, entry descriptions, Microsoft 365 items or Memory. They see entries as figures and states, for the matters they are allowed to see. See Security, consent and permissions.
Common questions
How long does the review take? CaseClock confirms by email once the request is approved. If you have heard nothing after two working days, write to support@caseclock.ai.
Two of us signed up separately. One of you makes the request above; the other account joins automatically once it is approved. See Joining your firm's CaseClock.
Related guides
CSV and other systems
Import your client and matter list from your billing program, then export approved entries in the layout it imports, including PCLaw and Unity layouts.
Join your firm
What happens when your firm manages CaseClock accounts, how to ask to be added or accept an invitation, and what your firm's administrators can and cannot see.