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:
- Open Clio App
- Tap on the + along the bottom of the App
- Tap on Time Entry within the Create New menu
- 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 - Fill in remaining fields appropriately
- Tap Save on the upper right