How to Create a Matter Note with a Time Entry

Objective:

• Adding Time Entries to Matter Notes
• Making Notes with Billable Time
• How to add time to a note

Environment:

• Clio Manage 

Additional Information:

• n/a

Procedure: 

1. Navigate to the Matter
2. Click on the Notes tab
3. Click to New note on the upper right
4. Add applicable subject/note
5. Enter time in the Recorded time field
6. Click Save Note
7. If needed, add appropriate details to the Time Entry and click Save entry