Set up Unity Accounting Sync
Set up CaseClock Sync for Unity Accounting, match lawyers and choose how approved time reaches Unity while your firm keeps control of posting.
CaseClock Sync for Unity Accounting runs on one Windows computer for the firm. It reads the firm’s Unity list, lets an administrator match lawyers, then passes approved time to Unity as unposted drafts or through the firm’s Unity import process.
Before you begin
- Choose one Windows 10 or 11 computer. For direct Unity drafts, use the computer where Unity’s SQL Server runs. A workstation that reaches the server can use Unity’s import-file route instead.
- Have a CaseClock firm administrator available to sign in with their email and a code sent to that email.
- Arrange for the person who administers the Unity SQL Server to be available for the one-time database-access step when the program asks for Windows administrator approval.
- Decide who will review and post entries in Unity. CaseClock Sync does not post entries for you.
One computer, one firm connection
The Sync program is installed once for the firm. Lawyers keep using CaseClock to record, review and approve their own time.
Set up the connection
On the chosen computer, download and run CaseClock Sync for Unity Accounting. It installs for the signed-in Windows user and checks for its own updates.
Open the program from the system tray. Enter the CaseClock firm administrator’s email, request the sign-in code, enter it, and name the computer so the firm can recognise it in CaseClock.
Choose how Unity is reached. Select the database on this computer when Unity’s SQL Server runs there. Select the workstation or export-file route when this computer reaches Unity elsewhere and the firm will use Unity’s scheduled import.
Complete the setup checklist. For a database connection, choose Set up Unity database access and have the Unity SQL Server administrator approve the Windows prompt. The program checks the access it needs before it starts reading Unity.
In CaseClock on the web, open Settings, Clients and Matters, then Manage sync on the Unity Accounting card. On Lawyers, confirm the CaseClock user for each Unity lawyer number. CaseClock may suggest a match, but an administrator confirms it.
On Connection, choose how approved time reaches Unity. Drafts in Unity is available when the program runs on the Unity SQL Server computer. Read and record the acknowledgement before drafts are written. Use Import file when the firm uses Unity’s scheduled import instead.
What happens next
Approved time becomes a numbered batch only when the lawyer is confirmed and the entry has the Unity matter number and rate it needs.
With Drafts in Unity, CaseClock Sync writes approved entries to Unity’s Enter Time list as unposted drafts. A person at the firm reviews and posts them in Unity. With Import file, Unity’s own scheduled import processes the file on the connected computer.
Keep the computer awake and signed in during the working day, and leave Start CaseClock Sync when I sign in to Windows on. Check the connection, lawyer matches, batches and connected computer from Manage sync in CaseClock.
Common questions
Can a workstation create Unity drafts?
No. A workstation that reaches a Unity SQL Server on another computer uses the import-file route. To write unposted drafts, install the program on the computer where Unity’s SQL Server runs.
Another computer is already connected. What should we do?
Only one computer can run the firm’s Sync connection. Keep the existing computer connected, or use the replacement option in the connection flow when you intentionally move the program.
Why are approved entries waiting?
Check that the Unity lawyer is confirmed in Manage sync, the entry has a Unity matter number and rate, the connected computer is on and signed in, and the selected write route is complete.
Where is the detailed Unity runbook?
Use the Unity Accounting setup guide for each checklist item, the alert messages and recovery steps.
Related guides
Unity Accounting
See how CaseClock Sync keeps Unity Accounting matters current and hands approved CaseClock time to Unity for firm review and posting.
Use Unity Accounting
Use CaseClock Sync for Unity Accounting day to day, confirm lawyer matches and batches, and complete the firm's Unity review and posting process.