KCS - Can I Move Time Entries from One Matter to Another Matter?

Objective:

  • Moving Time Entries from Matter to Matter

Environment:

  • Clio Web App

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:

  1. Go to the Activities sub-tab within the Matter
  2. Click the Checkbox for all Activities you want to move
  3. Click Edit Time Entries in the top left of your screen
  4. Select the Matter from the drop-down menu you would like to move the time entries too.
  5. Click Save
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