Objective:
- Moving Time Entries from Matter to Matter
- Is it possible to move time entries between different matters?
- How do I Move an Activity from one matter to another
Environment:
- Clio Manage
Additional Information:
- This action does not create a copy of the Time Entry and have it displayed in both Matters, it simply moves it to another Matter
Answer:
Yes. When editing the specific Time Entry, you have the option to apply it to another Matter under the Matter heading in the editing field. To do so, follow these steps:
- Go to the Activities sub-tab within the Matter
- Click the Checkbox for all Activities you want to move
- Click Edit Time Entries in the top left of your screen
- Select the Matter from the drop-down menu you would like to move the time entries to.
- Click Save