Joining your firm's CaseClock
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.
When a firm sets up the CaseClock Admin Center, its lawyers' accounts join the firm. Your own account, your Clio and Microsoft 365 connections, your entries and your Memory stay yours; the firm gains the ability to manage membership and roles. This page covers the three ways you join.
You already had an account when the firm was set up
If your account uses the firm's email domain and the same CaseClock region, it joined automatically as a Lawyer when the firm's Owner was approved. You received an email saying the firm now manages CaseClock accounts, and the web app shows a notice explaining what the administrators can and cannot see. Nothing else changes for you.
You are creating a new account at a managed firm
Sign up at app.caseclock.ai with your firm email. After the code, you land on Your firm manages CaseClock accounts.
Choose Ask the administrators to add me. The page confirms Request sent. The administrators have been emailed. You can also copy a message to send them yourself.
An Owner or Admin approves the request in the Admin Center, which sends you an invitation. Accept it as below.
You received an invitation
Open the invitation email. Sign in to CaseClock with the invited address (create an account at that address first if you do not have one).
On the invitation page, enter the Invitation code and choose Show the invitation.
Read What this invitation offers: the firm, your role, whether you record time, and when it expires. Below it, What the firm's administrators will be able to see and What they will never see.
Choose Accept and join. You are now a member of the firm. Invitations last seven days; ask for a new one if yours expired.
An invitation cannot be accepted with an account that already belongs to another firm or uses a different address.
Two of you signed up separately
Having the same email domain does not join two accounts into a firm. One of you asks for the Admin Center from Settings, Profile, Set up CaseClock for my firm; once approved, the other account joins automatically. See Set up CaseClock for your firm.
What administrators see
Owners, Admins and Billing Managers see your entries as figures and states (client, matter, duration, status, dates) for the matters they are allowed to see. They never see your recordings or dictations, the text of your descriptions, your Microsoft 365 items, or your Memory, rules and glossary. They cannot edit or approve your entries. Full detail: Security, consent and permissions.
Related guides
Set up 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.
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.