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Help Center
Find answers to common questions and step-by-step guides for getting the most out of CaseClock.
CSV Import/Export Guide (Using CaseClock without Clio)
This guide provides CaseClock users with step-by-step instructions on how to export time entries in CSV format and import them into billing or practice management systems. It aims to streamline the billing workflow for users who do not utilize Clio, ensuring accurate time tracking and efficient data transfer.
A Sample Day with CaseClock (What to say + when to say it)
This guide provides practical examples for lawyers on how to effectively capture time using CaseClock. Aimed at beginners, it outlines four common workflows for recording tasks, helping users avoid missed entries and streamline their time management processes.
Syncing with Clio
This guide explains how to connect Clio to CaseClock, detailing sync timing, troubleshooting common issues, and best practices for managing client and matter data. It is intended for CaseClock users and aims to help them efficiently integrate and utilize their timekeeping workflow with Clio.
Beta Feedback & Known Issues (CaseClock)
This guide provides CaseClock users with essential information on how to report bugs, share feedback, and view known issues during the beta phase. It outlines steps for effective communication and includes workarounds for common problems, enabling users to enhance their experience with the app.
Frequently Asked Questions
Common questions and answers for CaseClock users covering installation, quick start, Clio integration, CSV workflows for non-Clio users, privacy, pricing, and troubleshooting.
How to Export Client and Matter Data for CaseClock Integration
This guide provides users with step-by-step instructions on how to export client and matter data from various practice management software for integration with CaseClock. It ensures accurate billing and validation, allowing users to maintain control over their data while preparing for effective use within the CaseClock platform.
How to Import Clients & Matters into CaseClock (via CSV)
This guide explains how to import clients and matters into CaseClock using CSV files. It is designed for users who want to bulk upload their client and matter information, enabling them to easily manage time entries within the app.
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