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KCS - What Happens When I Add Time to a Note Within a Contact, but Don't Link the Time to a Matter?

Objective:

  • Add a Time Entry to a Note for a Client with no Matter associated

Environment:

  • Clio Web App

Additional Information:

Only Time Entries that are associated with a Matter can be billed. Any Time Entries that were originally created without a Matter associated can be later edited to link a Matter.

Answer:

This will create a Time Entry that can be viewed under the main Activities tab:

  1. Go to the Activities tab
  2. Adjust date range as desired
  3. Click the Matter column heading to sort Entries by ascending Matter Number

Time Entries that are not associated with a Matter will now be displayed at the top of the list.

 

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