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iOS App: UTBMS Codes

UTBMS Codes are available to subscribers of our Legacy, Boutique, and Elite plans.

You can upgrade to the Boutique or Elite plan in the app, or if you’re interested in seeing how this feature can work for your law firm feel free to contact us by email or give us a call at 1-888-858-2546 (choose option #1).

Contents

Adding UTBMS Codes to a Time Entry 
Adding UTBMS Codes to an Expense Entry

When adding or editing Time and Expense entries through the Clio iOS app, you can select UTBMS codes as necessary.

Before being able to use UTBMS codes from the iOS app, you must first enable them in the desktop application. Instructions for enabling UTBMS codes can be found in the UTBMS Codes article.

For general information on adding Time entries in the iOS app, please see our Timekeeping Support article.

Adding UTBMS Codes to a Time Entry

When editing or creating a new Time entry, Tap on the "Description" field to bring up a list of all enabled UTBMS Activity codes along with any Clio Activity Codes that you may have created. Tap on a description or UTBMS code to select it.

Once you have selected a UTBMS Activity code, the "UTBMS Task" field will become available. Tap the field to bring up a list of UTBMS Task codes. Tap a task code to select it.

Adding UTBMS Codes to an Expense Entry

To add an Expense entry on the iOS app, open a Matter and tap the "Menu" button.

Then tap the "Expenses" button.

Create a new Expense entry then, from the "New Expense" screen, tap "Choose Optional Fields".

From the "Optional Fields" screen, tap "UTBMS Expense" to add it.

(This step only needs to be done once. After adding this field to an Expense entry, it will be available on subsequent Expenses.)

Back in the "New Expense" form, tap on "UTBMS Expense" to select a UTBMS Expense code.