Use Unity Accounting with CaseClock
Use CaseClock Sync for Unity Accounting day to day, confirm lawyer matches and batches, and complete the firm's Unity review and posting process.
Use this guide if you manage the firm's Unity Accounting handoff. Lawyers continue to record, review and approve their own time in CaseClock.
Your regular routine
Keep the one connected Windows computer on, awake and signed in during the working day. Open Settings, Clients and Matters, then Manage sync on the Unity Accounting card to check its connection, last activity and any alerts.
On Lawyers, confirm that each Unity lawyer number is matched to the right CaseClock user. Approved time waits when the lawyer is not confirmed, or when the entry lacks the Unity matter number or rate it needs.
Have lawyers approve their entries in CaseClock. Eligible entries become numbered Unity batches.
Complete the firm's chosen Unity process. With Drafts in Unity, review the unposted drafts in Unity's Enter Time list and post them there. With Import file, follow the firm's Unity scheduled-import process.
If a batch needs attention, correct the entry or match, then check the batch and connection again before treating the handoff as complete.
When time waits
First check the lawyer match, the Unity matter number and rate, the selected handoff route, and whether the connected computer is running. See Set up Unity Accounting Sync for the connection checklist.