Connecting CaseClock to Clio
Connect your Clio account so clients and matters sync automatically, send approved entries to Clio, and understand what happens with closed matters.
With Clio connected, CaseClock reads your clients and matters so every draft lands on the right file, and approving an entry can create the time entry in Clio in the same step. Clio stays your system of record; CaseClock never changes a Clio bill.
Before you begin
- A Clio account with permission to see the matters you bill.
- Your client and matter source in CaseClock is not currently a file import. If it is, remove the file first under Settings, Clients and Matters; CaseClock tells you when this applies.
- Firms using CaseClock Sync for PCLaw or Unity Accounting (the Windows program that writes approved time into those systems) do not connect Clio.
Connect
In the web app open Settings, Clients and Matters. In the Clio section choose Connect Clio. (On the phone: Account, Clients and Matters, Connect to Clio.)
Sign in to Clio and allow CaseClock. The connection link is valid for 15 minutes and tied to your account.
You return to CaseClock on a Connection complete page. The Clio card now shows Connected, your Clio email, the last sync time and how many clients and matters were synced.
What syncs, and when
About every five minutes CaseClock reads from Clio:
- contacts (people and companies) and matters, including whether each matter is open or closed and whether it requires task-based billing codes;
- the relationships between matters and the people on them;
- your recent time entries, so Reconcile (which looks for work with no entry yet) and the Dashboard know what is already billed;
- Clio's task-based billing code sets and your rates;
- Clio groups, which appear read-only in the Admin Center at firms that use it.
CaseClock reads from Clio; the only thing it writes is the time entries you approve and send.
Send an approved entry to Clio
- On a draft, Approve + Send to Clio approves and sends in one step. Approve only, in the button's menu, approves without sending.
- On an approved entry, or for several ticked entries in Entries, choose Send to Clio.
- The entry appears in Clio as a time entry on the matter. It carries the date, your description, the billed time in your increment, and billable or non-billable. The rate goes with it if the entry carries one, and activity and task codes when the matter requires them.
- If you change the entry in CaseClock afterwards it shows Unexported changes; Send to Clio again updates the Clio entry. An entry that Clio has placed on a bill is not changed; CaseClock tells you.
Closed matters
A matter closed in Clio is still listed and marked (Closed). CaseClock will not propose it for a new entry and will not send time to it. To bill time on a closed matter, reopen it in Clio first.
Billable and non-billable
The Billable switch on an entry is sent to Clio as billable or non-billable. A client or matter you mark non-billable in CaseClock makes every entry on it non-billable.
Disconnect and reconnect
Under Settings, Clients and Matters, choose Disconnect and confirm. CaseClock stops syncing; your entries and the clients and matters already in CaseClock stay. If Clio revokes the connection (for example after a password change), a banner says CaseClock can no longer reach your Clio account and offers Reconnect Clio to export. Nothing in CaseClock is lost.
What happens next
Approved entries you send appear in Clio within moments. Everything else about where entries go is in Send approved entries to your billing system.
Common questions
A new matter is not in CaseClock yet. Wait five minutes for the next sync. If it still does not appear, see Missing client or matter.
Will the entries I type into Clio appear in CaseClock? No. CaseClock shows the entries made in CaseClock. Reconcile compares your calendar and mail against them.
The same client appears twice. The duplicate exists in Clio. Merge or delete it there and the next sync removes it here.
Can an assistant connect their own Clio account? Each CaseClock account connects its own Clio user. Entries are sent under the Clio user who connected.
Does CaseClock send my recordings to Clio? No. Only the finished time entry is sent.
Related guides
Admin Center
Who can sign in to the CaseClock Admin Center, how to get in, what each section of the sidebar is for, and what lawyers see instead.
CSV and other systems
Import your client and matter list from your billing program, then export approved entries in the layout it imports, including PCLaw and Unity layouts.