How do I Create Activity Categories?


  • How do I create Time Entry Templates
  • To create Activity Categories
  • How to create an Activity Category 
  • How to create an Activity Description


  • Clio Manage

Additional Information:

  • An Activity Category is a description of a Time Entry or Flat Rate Fee which you can assign to your Time Entries. For more information on Activity Categories, see here
  • For information on how to edit an Activity Category, see here


  1. Go to Activities
  2. Click Manage categories
  3. Click New category
  4. Select which Type of Category
  5. Enter a Name
  6. Select a Billing Method, and input rate if applicable
  7. Set any Groups or check off Visibility to Co-counsel if applicable.
  8. Click Save category
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