Autosaving Quick Notes
Type a note with the client, matter, date, and time spent. Quick Note saves automatically as you type.
Explore the current productThe details of practice.
The details of practice.
Brought together.
From the first work note to the invoice payment. Explore the tools around Clokit’s note-first workflow for solo attorneys and small law firms.
01 / Capture the workWrite it. Dictate it.
Write it. Dictate it.
Make it yours.
Keep useful details while they are fresh, with capture tools that suit the way you work.
Voice dictation
Speak your note using browser speech recognition. Availability depends on browser support and microphone permission; review the transcript before converting.
Reusable text templates
In Standard, create reusable text and insert it with a slash command while writing a note. Adapt the wording to the actual work.
02 / Review before conversionYour note.
Your note.
Your decision.
Check suggested descriptions, dates, durations, and matter links before converting notes into activities.
Simple
One focused entry.
Capture a note, review one activity suggestion, and convert it when ready.
Standard
Several tasks, organized.
Review separate activity suggestions, convert individually, insert templates, and filter or archive notes.
Simple or Standard
Choose a focused one-activity experience, or organize separate activity suggestions from a multi-task note.
Convert at your pace
Standard lets you convert individual suggestions. Review the parts that are ready and return to the remaining work.
Keep the inbox useful
Use Standard’s date filters and note archive. Customize the available note features in your personal settings.
03 / Clients, matters & deadlinesKeep the work
Keep the work
with the right matter.
Create a client, connect their matters, and record the activities and dates that belong with each one.
NOV18
Review proposed agreement
High priorityHarper · Contract review
NOV20
Fictional tasks and dates · Illustrative interfaceClient follow-up
OpenHarper · Contract review
Clients and matters
Maintain client details and invoice email addresses. Separate matters for the same client using recognizable names and references. The app currently labels matters as Cases.
Activities and rates
Record the date, description, duration, and billable status. Set your personal hourly rate, with the firm default used until you do.
Deadlines and reminders
Add matter-linked deadlines with categories and priorities. Switch between list and calendar views, filter overdue items, and mark tasks complete or reopen them.
04 / Prepare and sendFrom unbilled activity
From unbilled activity
to a reviewed invoice.
Choose the client, matters, work period, and activities to include. Review the PDF before sending.
Draft with context
See unbilled activities grouped by matter. Add missing work within the invoice workflow, with the selected client and matter carried into the activity form.
Review before sending
Check dates, totals, recipients, and the message. Save a draft to return later, or review the PDF and confirm sending.
Preserve issued details
Sent invoices retain their locked activity rates and recorded payment instructions. Resending keeps the original issued PDF and instructions.
05 / Payment choicesOffer the methods
Offer the methods
your firm has set up.
Set firm defaults, then choose available payment options for each invoice before sending.
↗ Bank transferYour instructions
✉ CheckPayee & mailing details
▣ Online paymentStripe setup required
Illustrative options · Availability depends on setupBank transfer and check
Configure bank instructions, or the check payee and mailing details. Only selected payment instructions appear on the issued invoice.
Online payments through Stripe
The account owner connects Stripe and completes onboarding. Card and eligible US bank methods depend on connected-account readiness; bank payments remain pending until confirmed.
A specific online payment scope
Online invoice payments support USD earned fees into an operating account. They do not cover trust funds, retainer deposits, or advance fees. Review applicable payment fees during setup.
06 / Team, settings & helpA shared practice.
A shared practice.
Clear responsibilities.
Keep personal preferences separate from firm settings, with access determined by role.
Team invitations and access
Invite colleagues within your plan’s user limits. Owners and administrators manage firm settings; the account owner manages the subscription and Stripe connection.
Personal settings and MFA
Choose your note experience and hourly rate. Manage password and multi-factor authentication through the account’s security settings.
Help and problem reporting
Search the in-app guides, report a problem, and check recent reports and their status. Keep confidential client information out of support descriptions.
A few practical details.
Are note profiles the same as subscription plans?
No. Simple and Standard are personal note-taking experiences. Solo, Team, and Firm are subscription plans with different user limits. Feature availability can also depend on role, settings, browser support, and payment setup.
Does the deadlines calendar calculate court deadlines?
This feature lets you record and manage matter-linked deadlines. This website makes no claim of automatic court-rule calculations or court-calendar integration.
Does online payment include trust accounting?
No. The supported online invoice payment scope is USD earned fees into an operating account. Do not use it for trust funds, retainer deposits, or advance fees.
For solo attorneys & small law firmsYour work is worth
Try Clokit ↗Your work is worth
keeping track of.
Start with a note. Keep the details through to the invoice.