Choose where to record and review
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.
You can record and review in any CaseClock app with the same account. Most lawyers record on whatever is closest at the time and review on the web, where every setting lives.
How an entry moves
- You say or type what you did. Name the client or matter, the work and how long. Leave anything out and CaseClock asks for it later.
- CaseClock drafts the entry. Client, matter, time, date and a description in your style, usually within seconds.
- You review and approve. Fix anything, add billing codes if your firm uses them, then approve.
- The entry goes to your billing system. To Clio when you approve, or into a file for your billing program.
Nothing reaches your billing system until you approve it.
Which app for which moment
| You want to | Use | Why |
|---|---|---|
| Record between meetings, in the car, at court | Phone | Tap RECORD, talk, tap STOP. Works offline; uploads when you are back online. |
| Record without leaving the document or email you are in | Desktop | One keyboard shortcut from any program. The entry card appears when it is ready. |
| Record at your desk in a browser | Web | Record in the top bar, or Manual entry to type. |
| Time a long task instead of dictating it | Web or Desktop | Start timer on the matter; stopping makes a draft with the measured minutes. |
| Catch the hours spent in documents | Desktop | Turn on computer activity for the programs you choose; the time appears in Reconcile for you to confirm. |
| Review, edit and approve | Web or phone | Both show the same entries. The web shows every field; the phone approves with a swipe. |
| Connect Clio, import your client list, change settings | Web | Settings live on the web. |
| Find work you did not record | Web or phone | Reconcile checks your Microsoft 365 calendar, mail and files. |
| Run the firm | Admin Center | People, roles, connections and reports for Owners and Admins. |
Start here
Set up your account
Create your account, set your defaults, connect your clients and matters.
Your first entry
Dictate one piece of work, read the draft, approve it.
Record an entry
Recording on the web, your phone and your computer, side by side.
Review and approve
Statuses, editing by hand or by voice, approving, un-approving.
Send to your billing system
Clio, CSV files, PCLaw and Unity Accounting.
Your first week
A short plan for the first five days.
Install the apps
| App | Get it |
|---|---|
| iPhone and Android | App Store or Google Play, linked from caseclock.ai/platform. See Using CaseClock on iPhone and Android. |
| Mac and Windows | Install and set up the CaseClock desktop app. |
| Web | Nothing to install. Sign in at app.caseclock.ai. |
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 week
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.