Create and review your first entry
Dictate one piece of work, watch CaseClock turn it into a draft, then review, fix and approve it so it is ready for your billing system.
Your first entry shows you the whole loop: say it, read the draft, approve it. Use the web app for this one so you can see every field; the phone and desktop apps work the same way.
Before you begin
- You are signed in at app.caseclock.ai.
- Your browser has permission to use the microphone. The first time you record, the browser asks.
- Ideally your client and matter list is connected or imported, so CaseClock can match the name you say.
Record the entry
Choose Record in the top bar. You see a large round RECORD button.
Choose RECORD and speak as you would to an assistant. Say the client or matter, what you did and how long it took, in any order. For example: "Jones Holdings, the share purchase file. Call with opposing counsel about the closing date, and revised the indemnity clause. About forty minutes."
Choose Stop & review. CaseClock uploads the recording and shows Transcribed, Structuring and Ready to review as it works.
The new entry opens. If a recording described several pieces of work, CaseClock makes one draft for each and shows them in Entries.
You can leave things unsaid
Skip the client, the time or the date and CaseClock flags what is missing so you can fill it in before approving. The original recording is always kept with the entry.
Read the draft
The entry page shows what CaseClock understood:
- Client and Matter, matched from your list. A draft with no matter shows Matters this could be, a short list you can pick from with one tap.
- Duration, shown in your billing increment. The minutes you said are kept unchanged underneath.
- Date. If you did not say one, the entry is dated the day you dictated or left blank and flagged, depending on your Missing entry date setting.
- Description, written in your style. Your words about which client or how long are kept out of it.
- Billable switch, on unless the client or matter is marked non-billable.
- Task-based billing codes, only if your firm uses them.
Fix anything that is wrong
- Choose Edit to change any field directly, then Save.
- Choose Refine by voice and say the change, for example "Make that one point two hours" or "That was the Harrison matter, not Jones." CaseClock shows Apply this change? with one line per field it will change. Choose Apply or Cancel.
- Every change is listed under History, and Restore puts back any earlier version.
Approve
Choose Approve. If Clio is connected the button reads Approve + Send to Clio, with Approve only in its menu if you want to approve without sending yet. The entry's status changes to Approved and it is ready for your billing system.
What happens next
- Approved entries are sent to Clio when you approve them, or collected for export to your billing program. See Review, edit and approve entries.
- Each correction you make to a name or a spelling can be remembered for next time. See Using Memory.
If something goes wrong
The draft says Needs attention. Something is missing, usually the client, the matter, the duration or a required billing code. The entry page lists what to add. See An entry will not approve, send or export.
CaseClock picked the wrong matter. Choose the right one from Matters this could be, or Edit the matter. See Choosing clients and matters.
Nothing showed up after I stopped. See My recording did not appear as an entry.
Related guides
- Record an entry on the web, your phone and your computer
- Review and approve entries
- Your first week
Set up your account
Create your CaseClock account, set your billing defaults, connect Clio or import your client list, and install the apps you will record with.
Which app to use
CaseClock runs on the web, your phone and your computer. Pick the app that fits each moment, then see how an entry moves from your words to your bill.