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How Do I 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 Manage
  • 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. For more information on Activity Categories, see here

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
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