The Clio Cloud Conference is happening October 26-29. Save your spot.

Are we able to put in Expense entry Templates?

Objective:

  • Create something similar to Activity Descriptions that can be used when entering Expenses
  • Create standardized expenses (example: Court reporter costs or Service of process fee)

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

The ability to create templates to assist with entering Expenses is not currently available. In the meantime, we suggest using Text Snippets to speed up the creation of Expenses.

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