KCS - Can a Co-Counsel Add an Expense Entry?

Objective:

  • To determine how co-counsel records expenses
  • Adding Expenses in Clio Connect
  • Adding Costs for Co-Counsels 

Environment:

  • Clio Web App
  • Clio Connect App

Additional Information:

If you would like to add your vote to this Feature Request please contact our Support Line at 1-888-858-2546 ext. 2. 

Answer:

No, while a Co-Counsel is able to add Time Entries to a Matter, they would not be able to add Expenses to a Matter. 

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