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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 Web App

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.

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