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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
Help Center

Clasp Drive

Store, organize, and create documents.

  • Clasp Drive OverviewClasp Drive is Clasp's built-in document storage system.
  • Upload a FileYou can upload files to Clasp Drive from the global drive view or directly inside a case.
  • Create a Document with Microsoft 365Clasp integrates with Microsoft 365, so you can create Word documents, Excel spreadsheets, and PowerPoint presentations directly inside Clasp — without leaving the browser.
  • Search and Find DocumentsClasp Drive has a built-in search that lets you find files by name across your entire drive.
  • Share a DocumentYou can share any document in Clasp Drive with other members of your firm or with external contacts.
  • Import Documents from Google Drive, OneDrive or DropboxYou can connect your Google Drive account to Clasp to import existing files into Clasp Drive.
  • Connect Microsoft 365Connecting Microsoft 365 lets you edit Word, Excel, and PowerPoint files directly inside Clasp, sync your Outlook email to cases, and import files from OneDrive into Clasp Drive.
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