KCS - How to Create a Matter Note with a Time Entry

Objective:

  • Adding Time Entries to Matter Notes
  • Making Notes with Billable Time

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure: 

  1. Navigate to the Matter
  2. Click on the Notes tab
  3. Click to Add a Note on the upper right
  4. Add details regarding the Note and click to Save
  5. Click to Add Time to the Note
  6. Add appropriate details and click to Create Time Entry

 

 

 

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