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:

  • 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 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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