CaseClock Desktop Guide

1. Open CaseClock from your menu bar (Mac) or system tray (Windows) to bring up the recorder.
2. Press the record button, or your keyboard shortcut, to start recording.
3. Press Stop (or your shortcut again) when you are done. Recordings save to your computer first and upload automatically.
4. When you are ready to review, edit, approve, and bill, open the CaseClock web app. A few steps, like combining entries, are done in the web app rather than on the desktop, and each section below says where the work happens.

Dictate the work while it is fresh. You can speak naturally, including the client or matter, the time spent, and what you did. CaseClock structures it into a draft time entry for you.

Hold your keyboard shortcut to talk and release to stop, or press once to start and again to stop. Recordings automatically save and cap at 20 minutes, with a gentle reminder as you approach the limit, so nothing is ever lost mid-thought. You can always add more to an entry by voice afterward.

Right after a recording is processed, a notification appears on your desktop with the draft entry. From the desktop notification you can:

• Approve the entry, or approve and sync it straight to Clio.
• Edit by voice to add to it. For anything more involved, edit it manually in the web app.
• Dismiss to close the notification. The draft is not lost; it waits for you in the web app.
• Delete to permanently remove a mistaken entry. You will be asked to confirm, since this cannot be undone.

You can also do all of this later in the web app, where every entry is listed. Delete is available there too, on a single entry or several at once. Dismiss and Delete are different: Dismiss just hides the desktop notification and keeps the draft, while Delete removes the entry for good.

Your dictated recordings become draft entries, and when several belong to the same client and matter you can merge them into one. This is done in the CaseClock web app, not on the desktop: open Entries, tick two or more drafts that are on the same client and matter, then choose Combine.

• CaseClock adds up the time and drafts a single description in your own words, which you are free to edit. Switch to Original to see the exact wording joined together.
• The original entries are archived, not deleted, so nothing is lost. While the combined entry is still a draft, you can Uncombine it to bring them back.

Combine is only available when every selected entry is on the same client and matter, which keeps time from different files from ever being merged by mistake. If one entry is on the wrong matter, open it, change the matter, and then combine.

In the desktop app, open Settings (the gear) and choose System, Light, or Dark under Appearance. System follows your computer's own light or dark setting automatically. Your choice is remembered.

On Windows, if you cannot see the CaseClock icon, click the up-arrow next to your clock to show hidden icons, then drag the CaseClock icon down beside the clock so it stays visible.

Opening CaseClock from the Start menu (Windows) or your Applications folder (Mac) brings the recorder back anytime. Use the minimize button at the top of the recorder for a small, always-on-top view, and expand it again from the same spot.

These all live in the desktop app, under Settings (the gear).

• Keyboard shortcut — set the shortcut you press to start and stop recording.
• Appearance — System, Light, or Dark, as above.
• Launch at login and keep on top — keep CaseClock ready and visible while you work.
• How to use and Quick tips — a short reference lives right in Settings.

More detailed walkthroughs will be added to this page over time.