System workflow guide
Voice-first billing for MyCase firms — how it works in practice
How lawyers at MyCase firms can capture billable time by voice and move structured, reviewed entries into MyCase 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 MyCase as their practice management and billing system. It explains how voice-first time capture fits into a MyCase billing workflow — without requiring a change to the billing system itself.
CaseClock does not replace MyCase. It improves the capture step that happens before entries reach MyCase — turning spoken legal work into structured, lawyer-reviewed time entries that import cleanly through MyCase’s standard CSV import workflow.
The workflow
How the workflow fits MyCase
The connection between CaseClock and MyCase is a CSV export workflow. This is not a native integration — CaseClock does not connect directly to MyCase in real time. That is worth stating plainly, because it shapes how the workflow is used and evaluated.
The workflow runs in four steps: the lawyer captures by voice immediately after a task, call, or event; CaseClock structures the spoken input into a draft time entry with a billing-native narrative; the lawyer reviews and approves the draft; and the approved entries export as a structured CSV file ready to import into MyCase.
The value is in the capture quality and the review discipline — not in the connection type. Structured, lawyer-reviewed entries produce better billing outcomes than end-of-day reconstruction, regardless of how they reach the billing system.
The CSV export
What the CSV export looks like
CaseClock exports structured, reviewed billing entries as CSV files. Each entry includes the standard fields required by a billing system: the matter reference, the work description, the time value, and the date. Entries are exported only after the lawyer has reviewed and approved them — no unreviewed entries appear in the export.
The CSV format is compatible with standard billing CSV import workflows. MyCase supports CSV time entry import through its standard import tools. The billing admin imports the file using the same process already in use for other CSV data. If you have specific field-mapping requirements for your MyCase configuration, contact us to confirm compatibility before your trial.
The quality argument
Why this still beats reconstruction
The quality advantage of voice-first capture does not depend on the connection type. Even with a CSV export step, capturing work by voice immediately after it happens produces more specific, more complete, and more defensible entries than reconstructing from memory at end of day.
End-of-day reconstruction requires lawyers to piece together several hours of work from memory, calendar, and instinct. The detail fades quickly. The entries that result are vaguer, thinner, and more vulnerable to client challenge or internal write-down.
Voice capture in the moment — structured by billing-native workflow intelligence and reviewed before export — produces entries that are ready to approve, not ready to reformat. That quality improvement reaches MyCase through the CSV import. The extra step does not undo the quality gain.
Getting started
Setup and getting started
Setup does not require changes to your MyCase configuration. Lawyers download CaseClock on mobile, complete a brief onboarding, and start capturing time by voice. The CSV export and MyCase import process is handled by the billing admin using the firm’s existing import workflow.
Starting with one practice group or one type of matter is a reliable way to prove value before expanding. The habit of immediate voice capture builds quickly — the friction reduction is apparent within the first few days of consistent use.
Common questions
FAQ for MyCase firms
Does CaseClock replace MyCase?
No. CaseClock works alongside MyCase. You continue to manage matters, clients, and billing in MyCase. CaseClock handles the capture step — voice entry, structuring, and review — and then exports the finished entries for import into MyCase.
What does the CSV export include?
The export includes the structured time entry fields: matter reference, work description, time value, and date. The format is designed to import cleanly into standard CSV import workflows.
How does the lawyer review step work before the entry reaches MyCase?
After speaking the entry, the lawyer sees a structured draft — with the narrative shaped and the matter linked. The lawyer edits if needed and approves. Only approved entries are included in the CSV export. Nothing moves without explicit sign-off.
Can we use this for all practice areas?
Yes. The workflow adapts to litigation, transactional, real estate, family law, and other practice areas. The structured output reflects the substance of the work described by the lawyer.
What if our firm already uses MyCase time tracking?
CaseClock is a capture improvement, not a replacement for the billing system. Lawyers who currently log time directly in MyCase can instead capture by voice in CaseClock and import the structured, reviewed entries — producing better narratives with less reconstruction effort.