Objective:
- Create a Time Entry as a Co-Counsel
- Record a Time Entry in a shared Matter
- Create a billable Time Entry as a Co-Counsel in Clio Connect
- Add Time in Clio Connect
Environment:
- Clio Connect
Additional Information:
If you would like to learn how to share a Matter with a Co-Counsel via Clio Connect, click here.
Procedure:
- Go to the Matters page > Open the shared Matter
- Select the Time Entries sub-tab
- Select the green Add button
- Fill out the Time Entry Form accordingly
- Click the Save Time Entry button