KCS - How to Track Time to a Placeholder Matter

Objective:

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

Environment:

  • Clio

Additional Information:

n/a

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

 

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