How to Create Activity Categories

Objective:

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

Environment:

  • Clio Web App
  • Activities

Additional Information:

  • An Activity Category is a description of a Time Entry or Flat Rate Fee which you can assign to your Time Entries. 

Procedure:

  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
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality