Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How to Bulk Move Time Entries to Another Matter

Objective:

  • Move multiple Activities at once
  • Assign entries to a different Matter
  • Transfer time to a different Matter

Environment:

  • Clio Web App
  • New Clio Experience

Additional Information:

Procedure:

  1. Go to the main Activities page
  2. Click on Filters
  3. In the Matter field, select the Matter with which the entries are currently associated
  4. Optionally, make other Filter selections or enter a date range
  5. Click on Time at the top-left (the Clock symbol)
  6. Check the box to the left of all applicable Time Entries
  7. Click Edit Time Entries
  8. Enter the new Matter Number into the Matter field
  9. Check the box "I've read and understood the consequences of this permanent action." 
  10. Click Save
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