KCS - 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 

Environment:

  • Clio Web App
  • Clio Connect
  • Matters
  • Activites

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

 

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