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KCS - 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:

N/A

Procedure:

Previous Clio

  1. Go to Activities 
  2. Click Activity Descriptions subtab
  3. Click Add
  4. Enter a Name
  5. Select a Billing Method, and input rate if applicable
  6. Set any Groups or check off Visibility to Co-counsel if applicable.
  7. Click Save

 

New Clio

  1. Go to Activities
  2. Click Activity categories
  3. Click Add activity category
  4. Enter a Name
  5. Select a Billing Method, and input rate if applicable
  6. Set any Groups or check off Visibility to Co-counsel if applicable.
  7. Click Save.
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