Objective:
- How to track initial consults without creating Matters for each one
Environment:
- Clio Manage
Additional Information:
When a potential new client becomes a Client, you may create a Contact and Matter for them
Procedure:
- Create a new Contact named e.g. Potential New Clients
- Create a new Matter name e.g. Potential New Clients
- When you perform a consultation, add a Time Entry and record the details of the Client and Consultation in the description of the Time Entry
- If required, bill for this Time Entry by filtering Billable Clients by date of the consultation