Collect eCheck and card payments directly through Clio. Find out how.

Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
If you are looking for support articles on our enhanced client portal, Clio for Clients, access them here.
Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

How to Add Time to a Shared Matter as a Co-Counsel

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:

  1. Go to the Matters page > Open the shared Matter
  2. Select the Time Entries sub-tab
  3. Select the green Add button
  4. Fill out the Time Entry Form accordingly
  5. Click the Save Time Entry button

 

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