Your first week with CaseClock
A five-day plan for a lawyer starting with CaseClock, from the first dictated entry to Memory and Reconcile, with the one thing to check each day.
There is no tour inside the apps yet, so this page is the tour. Five short days, one habit each. Every step links to the full guide.
Before you begin
Create your account and connect your clients and matters: Set up your account. That takes about as long as a coffee.
Day 1: one real entry
Install the desktop app and confirm the keyboard shortcut, or install the phone app. See Install and set up the CaseClock desktop app or Using CaseClock on iPhone and Android.
After your next call or piece of drafting, record it: client, what you did, how long. See Record an entry.
Open the draft on the web or your phone, read it, fix anything, and choose Approve. See Review and approve entries.
Check: the entry sits under Approved in Entries, or in Clio if you chose Approve + Send to Clio.
Day 2: record as you go
Record every piece of work the moment it ends, even thirty seconds of it. Several pieces can go in one recording; name the next client as you move on. In the evening, review the day's drafts together in Entries.
Check: the Drafts tab is empty before you leave.
Day 3: correct once, remembered for good
When CaseClock misspells a name, correct it on the entry. A Remembered notice tells you the spelling is kept. Open Settings, Memory on the web and read what it has learned. Write two lines in Entry Style Guide about how you like descriptions written. See Using Memory.
Check: the next draft uses your spelling and your style.
Day 4: your billing system
If you use Clio, approved entries are already there. If you export files, choose Export approved in Entries and import the file into your billing program once. If your firm uses task-based billing codes, pick the codes on one coded matter. See Send to your billing system and Understanding task-based billing codes.
Check: the entries appear in your billing program with the right client, matter and time.
Day 5: find what you missed
On the web, open Reconcile and connect Microsoft 365. Review the items under Likely work: create a draft for anything you did not record, mark the rest as already captured or not for you. See Using Reconcile.
Check: Friday's Reconcile list has nothing left under Likely work.
After the first week
- Approve in one sitting each day; the entry card on the desktop and the swipe on the phone make this quick.
- Keep an eye on Needs attention in Entries; it holds drafts missing a client, matter, time or code.
- When something does not work, start at Help.
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.
Record an entry
Dictate or type a time entry on the web, your phone or your computer, what to say so CaseClock places it correctly, and what happens after you stop.