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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.

AllPublicOnboarding

CaseClock is a voice-first time capture tool for lawyers. It helps you capture billable work quickly — especially the small items that are easy to forget — then review and sync or export into your existing workflow.


Install and Quick Start

  1. Install (choose your device)
iOS note: TestFlight is Apple's free app for installing beta software — no App Store purchase required. Download TestFlight from the App Store first, then tap the iOS link above.
  1. Quick Start in 4 steps (2–3 minutes)

Printable Quick Start (PDF)


Product basics

What is CaseClock?

CaseClock helps lawyers capture time faster using voice-first notes that become draft time entries you can review and send to your billing system (Clio) or manage via CSV workflows.

Is CaseClock a practice management system?

No. CaseClock is designed to work with your existing system — especially Clio — rather than replace it.

Do I have to use voice?

No. Voice is often the fastest method, but the key is that CaseClock creates a reviewable draft and you stay in control. Use voice when it's convenient; edit as needed before sending.

Does CaseClock automatically bill clients or post entries without approval?

No. CaseClock produces drafts and you review and approve before anything is sent to your system of record.

What's the smallest entry worth capturing?

Many firms bill in 0.1 increments (6 minutes). Capturing even a single 0.1 you might otherwise skip can compound over time.


How lawyers use CaseClock (workflows)

You can use CaseClock in whatever way fits your day. These are the most common patterns:

  1. In-the-moment capture
  2. End-of-day recap (batch capture)
  3. Drive-home / last-mile capture
  4. Bookmarking when interrupted

Clio integration

How does the Clio connection work?

You connect via Clio authorization. Once connected, CaseClock can pull the relevant matter and client context and support sending time entries back to Clio. See the Clio sync guide for details.

How often does CaseClock pull updates from Clio?

Sync is not instant. It runs about every ~5 minutes.

I connected Clio but I can't find a matter or client — what should I do?

Try these in order:

  • Wait a few minutes (sync isn't instant).
  • Confirm you're still connected: Settings → Integrations → Clio.
  • If needed, disconnect and reconnect Clio.
  • If it still isn't there, send support the matter name, what you expected to see, and a screenshot if possible.
  • What about closed or older matters?

    Depending on your Clio setup and the current sync scope, some closed or older matters may not show up immediately. Capture the entry anyway and update the matter later once it's available, or contact support with the matter details.

    Why might hourly rates look wrong?

    In Clio, rates can be set globally and sometimes overridden at the matter level. If you see a mismatch:

  • Check whether the matter has a custom rate or override in Clio.
  • Send support the matter name and what rate you expected vs. what you saw.
  • What info is most helpful when reporting a Clio issue?

    Please include:

  • Matter name (and client name if relevant)
  • What you expected to see
  • What you actually saw
  • A screenshot (if possible)
  • Device model and OS version

  • Non-Clio users (CSV workflows)

    Can I use CaseClock without Clio?

    Yes. You can capture entries in CaseClock and use CSV export and import to move them into your billing or practice management tool.

    Where is the CSV guide?

    I have an existing client and matter list — do I have to set it up manually?

    No. Use the free CSV Normalizer to convert your existing client and matter export from any system into CaseClock's format in minutes. Everything runs locally in your browser — nothing is uploaded.

    What if my billing system needs a different CSV format?

    Tell us what system you use and we'll help you map columns and provide a template. This is common and usually quick to fix — email support@caseclock.ai.


    Privacy and security

    Does CaseClock listen all the time?

    No. CaseClock records only when you press record.

    Can I review and edit before anything gets sent to Clio or exported?

    Yes. Review and approval is a core part of the workflow. Nothing is submitted without your explicit action.

    Where can I read the official policies?

  • Privacy Policy
  • Terms of Service
  • Security Policy
  • (For specific data-handling questions, please refer to the policy pages above.)


    Trial and pricing

    How long is the free trial?

    45 days, with no credit card required and no automatic charges.

    What does it cost after the trial?

    Pricing starts at $39 CAD/month (Canada) or $29 USD/month (United States) per user. Contact us for firm-wide, multi-user, or enterprise pricing — details will be presented clearly before any change in access.

    Where is CaseClock currently available?

    CaseClock is currently available to law firms in Canada and the United States. A United Kingdom launch is planned — UK-based firms are welcome to join our interest list.


    Troubleshooting

    The install link doesn't work or I can't access testing.

    Please confirm:

  • You're using the correct link (iOS vs Android).
  • You opened the link on the device you're installing on.
  • For iOS: you have TestFlight installed first (free from the App Store).
  • If it still fails, email support@caseclock.ai with your device model, OS version, and what happened.

    Clio doesn't look updated.

    Sync typically runs about every ~5 minutes. If it still looks wrong after waiting:

  • Check connection status under Settings → Integrations → Clio
  • Try disconnecting and reconnecting Clio
  • Contact support with the matter details and a screenshot
  • The drafted entry isn't in the style I want.

    Tell us what "perfect" looks like for your firm. If you share two example time entries (redacted if needed), we can tune guidance and improve output quality. Email support@caseclock.ai.


    Support and feedback

    We welcome fast feedback during beta — bugs, friction points, and feature requests.

    When reporting an issue, please include:

    • Device model and OS version
    • What you tried to do
    • What you expected
    • What happened instead
    • Screenshot or screen recording if possible

    Want to estimate the impact?

    Use the ROI Calculator to estimate recovered revenue and time saved.

    Ready to Transform Your Billing?

    Join lawyers and firms already using AI-powered time tracking to capture more billable hours and get paid faster.