Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

Android 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 Mobile app, you can select UTBMS codes as necessary.

Before being able to use UTBMS codes from the Clio Mobile App, you must first enable them in the desktop application. Instructions for enabling UTBMS codes can be found HERE.

Adding UTBMS Codes to a Time Entry

For general information on adding Time entries in the Clio Mobile App, please see our Timekeeping Support article.

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

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

mceclip1.png

 

Adding UTBMS Codes to an Expense Entry

When adding an Expense entry or editing one, you can add a UTBMS code by selecting "Select UTBMS expense code" and making a choice from the list that is provided:

mceclip2.png

 

 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality