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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

Tasks

Create, assign, and track work across your firm.

  • Create a TaskUse tasks to track work that needs to get done — whether it's case-related or general firm work.
  • Assign a TaskAssigning a task ensures the right team member receives responsibility for the work.
  • Set a Task Due DateYou can set, update, or remove a due date on any task to keep your work on schedule.
  • Custom Task StatusesClasp lets you define your own task statuses beyond the defaults.
  • My TasksMy Tasks pulls every task assigned to you into one place — regardless of whether the task belongs to a case or exists on its own.
  • Filter and Sort TasksUse filters, sort controls, and column customization to organize your task list and surface the work that needs attention next.
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