For attorneys and firm staff
Attorney guides
Step-by-step help for every part of ClearCaseIQ, from setting up your account to settling a case and sending the invoice.
- Getting startedCreate your attorney account, verify your bar license, add a payment method, set up your profile and bring your team into the Firm Dashboard.6 min readRead guide
- Receiving and accepting casesReview new matches, understand the case scores and the response window, run the conflict check, and accept or decline with confidence.6 min readRead guide
- The case workspaceFind your way around an accepted case: the case header, the eight tabs and their subtabs, and what firm staff see when their role is view-only.5 min readRead guide
- Tasks and workflowsBuild your firm’s case pipeline on the Workflow tab, apply it, and work the tasks it creates on each case and across your whole caseload.6 min readRead guide
- Client communicationMessage clients in the app, by text or by email, keep up with the Messages hub, and request documents and follow up until they arrive.5 min readRead guide
- E-signatures and firm templatesBuild a library of firm documents, place signature fields on them, send them from a case for e-signature, and automate the retainer and welcome packet.6 min readRead guide
- Demand, negotiation and settlementKnow when a case is demand-ready, draft and finalize the demand letter, log negotiations and get the client’s decision, and model the settlement through to disbursement.6 min readRead guide
- Billing, time and invoicesTrack time on each case, set firm billing rates and approve time, invoice clients and record payments, and manage your own ClearCaseIQ account billing.6 min readRead guide
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