Objective:
- Move multiple Activities at once
- Assign entries to a different Matter
- Transfer time to a different Matter
Environment:
- Clio Manage
Additional Information:
- Only account administrators can process bulk moves
- Please note that you can only edit Time Entries if they are not already on a Bill
- Only users with Administrator permissions can bulk edit Time Entries
Procedure:
- Go to the main Activities page
- Click on Filters
- In the Matter field, select the Matter with which the entries are currently associated
- Optionally, make other Filter selections or enter a date range
- Click on Time at the top-left (the Clock symbol)
- Check the box to the left of all applicable Time Entries
- Click Edit Time Entries
- Enter the new Matter Number into the Matter field
- Check the box "I've read and understood the consequences of this permanent action."
- Click Save