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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
Calendar
Create a Calendar Event Link an Event to a Case Connect Google Calendar Set Up a Booking Page Share Your Booking Link
Cases
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
Contacts
Link a Contact to a Case Create a Contact Edit and Delete a Contact Contact Groups
Messages
Messages Overview Send a Direct Message Message a Client
Tasks
Create a Task Assign a Task Set a Task Due Date Custom Task Statuses My Tasks Filter and Sort Tasks
Emails
Connect Gmail or Outlook View Emails for a Case Email Sync and Badge Status
Clasp Drive
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
Signatures
Send a Document for Signature Create a Signature Template Add Signers and Signature Fields Track Signature Status Download a Signed Document
Billing
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
Banking
Trust and Operating Accounts Deposits View Transactions Process a Disbursement
Intake
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
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
Migrations
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Getting Started

Get set up and navigate Clasp

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

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