How to Add an Activity Using UTBMS Codes Through the iOS App

Objective:

• Adding Time Entries through the Mobile App
• Entering Ledes Activities through App

Environment:

• Clio iOS App

Additional Information:

• UTBMS Codes must be enabled on the Account prior to adding Activities to Matters
• For instructions on how to enable UTBMS Codes click here.

Procedure:

1. Open Clio App
2. Tap on the + along the bottom of the App
3. Tap on Time Entry within the Create New menu 
4. Within New Time Entry form, Select UTBMS Code from the Description field 
   *Please Note: the Activity Code must be selected first in order to populate corresponding Task Codes
5. Fill in remaining fields appropriately
6. Tap Save on the upper right