System workflow guide
Voice-first billing for Filevine firms — how it works in practice
How lawyers at Filevine firms can capture billable time by voice and move structured, reviewed entries into Filevine through a CSV export workflow.
Who this is for
Who this is for
This guide is for lawyers, timekeepers, and billing admin teams at firms that use Filevine for matter management and billing. It explains how voice-first time capture integrates into a Filevine billing workflow — improving entry quality at the source, without requiring a change to the systems already in place.
CaseClock does not replace Filevine. It handles the capture step that precedes the billing system — turning spoken legal work into structured, lawyer-reviewed time entries that move into Filevine through a standard CSV import.
The workflow
How the workflow fits Filevine
CaseClock connects to Filevine via a CSV export workflow — not a native real-time integration. The distinction matters for how you plan the workflow and set expectations with the team.
The four-step sequence: the lawyer captures by voice immediately after a task; CaseClock structures the spoken input into a billing-native draft time entry; the lawyer reviews and approves the draft; the billing admin exports a structured CSV and imports it into Filevine. The capture quality improvement is real regardless of how the entries reach the billing system.
This is intentional, lawyer-initiated capture — not passive background tracking. CaseClock does not infer activity or monitor behaviour. The lawyer chooses when to capture, and reviews every entry before it leaves the app.
The CSV export
What the CSV export looks like
CaseClock exports reviewed, approved billing entries as structured CSV files. Each entry includes the billing fields a system expects: matter or case reference, work description, time value, and date. Only entries that have been approved by the lawyer are included.
The export format is designed for clean import into standard billing CSV workflows. Filevine supports time entry import via CSV. Billing admins import the file through Filevine’s standard import process. If your Filevine setup has specific field-mapping requirements, confirm the export format against those requirements before your trial.
The quality argument
Why this still beats reconstruction
The quality of a billing entry is determined when it is captured, not when it is imported. Voice capture immediately after a task preserves the detail that reconstruction loses — the specific substance of a call, the matter context, the decisions made, the follow-up actions.
End-of-day reconstruction requires lawyers to work backwards through several hours of activity. Entries become vague, time values become estimates, and narratives become less defensible. The CSV step into Filevine does not affect that quality difference — it moves entries as structured drafts after the lawyer has already reviewed and approved them.
For firms where billing quality affects realization and client satisfaction, improving the capture step is more effective than improving the import step.
Getting started
Setup and getting started
Setup requires no changes to your Filevine configuration. Lawyers install CaseClock on mobile, complete a short onboarding, and start capturing time by voice. The billing admin manages the CSV export and Filevine import on their existing cadence.
A pilot with one practice group is the most reliable way to validate the workflow before wider rollout. Pilot data — entry completeness, narrative quality, time from capture to billing — provides clear signals within the first 30 days.
Common questions
FAQ for Filevine firms
Does CaseClock connect natively to Filevine?
No. CaseClock works with Filevine through a structured CSV export workflow. After the lawyer reviews and approves entries in CaseClock, the billing admin exports a structured CSV file and imports it into Filevine using the standard CSV time entry import process.
What does the exported CSV contain?
Each row represents a reviewed, approved billing entry. Fields include date, matter or case reference, work description, time value, and billing rate where available. The format is designed to minimize field mapping at the Filevine import step.
Does this work with Filevine's time and billing features?
Yes. Filevine supports CSV time entry import. The CaseClock export format is structured to be compatible with that workflow. For any firm-specific configuration requirements, we recommend confirming the field mapping before your trial.
Is there a review step before entries reach Filevine?
Yes. After every voice capture, the lawyer sees a structured draft and approves it before the entry is included in any export. Nothing leaves CaseClock without the lawyer's explicit sign-off. This review step is central to how the product is designed.
How does this differ from typing entries directly in Filevine?
The capture happens by voice, immediately after the work, in the moment when context is still clear. Instead of returning to a desk and reconstructing from memory, the lawyer speaks the entry in 30–60 seconds right after the task. The structured output that reaches Filevine is more complete and specific than what end-of-day reconstruction typically produces.