KCS - How To Track Time Without it Appearing on the Dashboard

Objective:

  • Tracking Time and not Billing for it. 
  • How to prevent time from appearing on the Practice Dashboard. 

Environment:

  • Clio Web App 

Additional Information:

  • You'll have to create an entire Matter dedicated to non-billable time. For example, an administration Matter that tracks non-billable admin time. 

Procedure:

  1. Create the Matter 
  2. Once the Matter is created, select Edit 
  3.  Expand the Billing Preference section 
  4.  Uncheck the box Matter is billable 
  5. Select Save Matter 

 

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