KCS - How to Track Time with a Potential New Clients Matter

Objective:

  • How to track initial consults without creating Matters for each one

Environment:

  • Clio Web App

Additional Information:

When a potential new client becomes a Client, you may create a Contact and Matter for them

Procedure:

  1. Create a new Contact named e.g. Potential New Clients
  2. Create a new Matter name e.g. Potential New Clients
  3. 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
  4. If required, bill for this Time Entry by filtering Billable Clients by date of the consultation
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