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KCS - How to Track Time to a Placeholder Matter


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


  • Clio

Additional Information:



  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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