Getting started as a lawyer
Create your CaseClock account, set your billing defaults, connect Clio or import your client list, and install the apps you will record with.
This guide takes you from no account to a working setup on the web at app.caseclock.ai. You need your work email address and, if your firm uses Clio, your Clio sign-in.
Before you begin
- Use your work email address. CaseClock routes your account to the Canadian or United States service from that address, and your firm's administrators can find you by it.
- If your firm already manages CaseClock accounts, you may be told so when you sign up. In that case ask your firm's administrator to add you; see Set up CaseClock for your firm.
Create your account
Open app.caseclock.ai and choose Sign up.
On Create your account, enter your Work email and Full name, accept the terms, and choose Continue.
On Your firm defaults, choose your Region (Canada or USA) and fill in Firm name, Default jurisdiction, Primary practice area and Default hourly rate, then choose Create account. The rate only estimates the value of your time inside CaseClock. It is never sent to Clio or exported.
CaseClock emails you a six-digit code. Enter it to verify your address. The code is valid for 15 minutes.
Sign in from then on
CaseClock never asks for a password. Enter your work email and type the six-digit code from your inbox:
- Web: choose Send sign-in code.
- Phone: choose Sign In.
- Desktop: choose Send Login Code.
Once signed in on a device you stay signed in for about a month of inactivity. If no code arrives, see When a sign-in code does not arrive.
If you receive an email asking for a CaseClock password
It is not from CaseClock. Do not reply; forward it to support@caseclock.ai.
Set your defaults
Open Settings from the account menu at the top right of the web app. In the Profile pane:
- Entry Style Guide: tell CaseClock how you want descriptions written, for example "Start with the verb. Past tense. Name the person I met." Every new draft follows it.
- Firm details: firm name, default hourly rate, default jurisdiction and default practice area, used when an entry does not say otherwise.
- Billing style: the increment your bills use. The default is tenths of an hour (six minutes).
- Missing entry date: whether an undated dictation is left blank and flagged (recommended) or dated the day you dictate.
- Task-based billing codes (UTBMS): turn on only if insurers or corporate clients require activity and task codes on your bills. See Understanding task-based billing codes.
At a firm that uses the Admin Center, some of these are set by your firm's administrators; the page says so where that applies.
Connect your clients and matters
CaseClock needs your client and matter list so it can place each entry. In Settings, open Clients and Matters:
- Clio users: choose Connect Clio and sign in to Clio. Contacts and matters sync automatically about every five minutes. See Connecting CaseClock to Clio.
- Everyone else: choose the import option, pick your billing program, and upload the client and matter list you exported from it. See Using CaseClock with CSV files and other billing systems.
Install the apps you will record with
| App | Get it |
|---|---|
| iPhone | App Store: search CaseClock, or use the link on caseclock.ai/platform |
| Android | Google Play: search CaseClock, or use the link on caseclock.ai/platform |
| Mac or Windows | Install and set up the CaseClock desktop app |
You can record in the browser as well, from Record in the web app.
What happens next
Record your first entry: Your first entry shows what to say and what CaseClock does with it. Then follow Your first week.
Common questions
Can I use CaseClock without Clio or any import? Yes. CaseClock drafts entries from what you say. Without a client list it cannot match names to your files, so each draft will ask you to choose the client and matter by hand.
I have several email addresses. Use the one your firm knows you by. An account belongs to one email address; you can change it later under Settings, Profile.
A colleague has already set up CaseClock for our firm. Sign up with your firm email and you are told the firm manages accounts. See Joining your firm's CaseClock.