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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

 

 

 

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