KCS - How To Add Time To A Matter

Objective:

  • How to add time for a client.
  • How to create a Time Entry from a Matter.  

Environment:

  • Clio Web App
  • Matters

Additional Information:

Adding time in the Matter for a Client ensures that the Time Entry is automatically associated with that specific Matter. When you add Time Entries from the Activities tab you will need to manually input the Matter number. 

Procedure:

  1. Go to the Matter
  2. Click the Time subtab 
  3. Click Add on the right hand side 
  4. Fill in the details of the new Time Entry
  5. Click Save

 

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