Use Clio with CaseClock

After Clio is connected, use the clients and matters it refreshes in CaseClock. Review your entry as usual, then choose how it should reach Clio.

Send approved timeCopy Anchor Link

1. On a draft, choose Approve + Send to Clio to approve and send at once. Choose Approve only from the button menu if you want to send later.
2. On an approved entry, choose Send to Clio. You can also send several approved entries together from Entries.
3. Check the matter in Clio. The time entry carries its date, description, billed time, billable setting, rate where present, and required billing codes.

If you change an entry in CaseClock after it was sent, it shows Unexported changes. Choose Send to Clio again to update the Clio entry. CaseClock does not change an entry that Clio has placed on a bill.

Keep matters currentCopy Anchor Link

CaseClock refreshes Clio clients and matters about every five minutes. A closed matter remains listed as (Closed), but CaseClock will not propose it for new work or send time to it. Reopen the matter in Clio first if you need to bill more time.

If something goes wrongCopy Anchor Link

• A new matter is missing: wait for the next refresh, then see Missing client or matter.
• The connection no longer works: use Clio connection problems.
• For the full workflow, see Use Clio with CaseClock.