KCS - 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

 

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