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How Do I Find Time Entries That Have No Matter?

Objective:

  • Locate Time Entry that is not associated to or linked to a Matter
  • Filter activities to find all entries not associated to a matter
  • Missing Time Entries

Environment:

  • Clio Web App

Additional Information:

Taking the steps below will pull your Time Entries without a Matter to the top of the list. Please note that if you do not have Admin permissions, Time Entries created by other users and not associated with a Matter may not be visible to you.

Procedure:

  1. Go to the Activities tab
  2. Click the Time tab
  3. Enter the appropriate start and end dates, or clear out the fields to view all dates
  4. Click Filters
  5. Under "Firm user," select All Users
  6. Click Apply filters
  7. Click on the Matter column heading to rearrange the Time Entries and have the entries without Matters appear at the top of the list
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