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How to Copy Time Entries From One Matter to Another

Objective:

  • Duplicate Time Entries
  • Split Billing with Multiple Clients/Matter
  • Adding Time Entries to another Matter

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

Using the Duplicate option, you can copy existing entries into another Matter by taking the following steps:

  1. Access the Matter where the Time Entries have already been recorded
  2. Select the Activities tab
  3. Click on the dropdown arrow (in the "Actions" column) and select Duplicate for the first entry
    • If copying a Billed entry, the Duplicate option will be immediately visible in the Actions column
  4. Replace the number in the Matter field with the second matter
  5. Click Save entry
  6. Repeat until all entries have been copied over

 

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