Getting Started

Activate Your Clasp Account New Firm Checklist Invite team members to your firm Connect your email (Gmail or Outlook)Connect your calendar (Google Calendar)Set Up Your Firm Profile Search in Clasp

Create a Calendar Event Link an Event to a Case Connect Google Calendar Set Up a Booking Page Share Your Booking Link

Create a Case What are Primary and Associated Contacts?Edit a Case Case Stages Case health (On Track, At Risk, Off Track)Case subscribers and notifications Manage a Case Assign a Lead Attorney Close a Case Reopen a Case Delete a Case

Link a Contact to a Case Create a Contact Edit and Delete a Contact Contact Groups

Messages Overview Send a Direct Message Message a Client

Create a Task Assign a Task Set a Task Due Date Custom Task Statuses My Tasks Filter and Sort Tasks

Connect Gmail or Outlook View Emails for a Case Email Sync and Badge Status

Clasp Drive Overview Upload a File Create a Document with Microsoft 365 Search and Find Documents Share a Document Import Documents from Google Drive, OneDrive or Dropbox Connect Microsoft 365

Send a Document for Signature Create a Signature Template Add Signers and Signature Fields Track Signature Status Download a Signed Document

Billing Overview Create an Invoice Send and Manage Invoices Log a Time Entry Log an Expense Set Up a Flat Rate Fee Trust Account Overview Request Trust Funds Apply Trust Funds to an Invoice Set Up Trust Auto-Replenishment Use the Timer Edit and Delete Time Entries Record a Payment Invoice Statuses Billing Settings Set a Default Hourly Rate

Trust and Operating Accounts Deposits View Transactions Process a Disbursement

Create an Intake Form Add Fields to an Intake Form Send an Intake Form View Intake Responses Convert an Intake Response to a Case

Client Portal Overview Invite a Client to Their Portal What Clients Can See and Do Manage Portal Access Revoke Portal Access

Settings & Admin

Switch Workspaces Update Your Firm Profile Delete Your Workspace Turn On Dark Mode Invite a Team Member Remove a Team Member Roles and Permissions Create Custom Task Statuses Change Your Workspace PIN Update Notification Preferences Update Your Personal Profile

Troubleshooting

Trouble Logging In Emails Not Syncing Document Not Loading Contact Support Supported Browsers

All Collections

Banking

Connected bank accounts, transactions, and disbursements.

Trust and Operating Accounts

Deposits

View Transactions

Process a Disbursement