How to Track Time to a Placeholder Matter

Objective:

• Record time to a temporary matter while waiting for a data migration

Environment:

• Clio Manage

Additional Information:

For more information on creating a company contact, see here

For more information on how to add time entries, see here

Procedure:

1. Create a Company Contact with your firm name
2. Create a Matter for this contact
3. Add a Time Entry
4. In the Description, indicate which matter the time entry belongs to
5. Repeat step 3 for all time entries incurred during the data migration process
6. After your matters have been imported, edit the time entry and reassign it to the appropriate matter