How to Enter Time for a Co-Counsel

Objective:

  • The user wants to enter time on behalf of Co-Counsel, so the Co-Counsel doesn't have to log in to Clio Connect to enter this by themselves.
  • Managing Time Entries for Clio Connect User
  • Creating Time Entries for Co-Counsel

Environment:

  • Clio Web App

Additional Information:

  • Members of Firm Account are able to edit Time Entries that are added by co-counsels once they have been saved.

Procedure:

Clio Users cannot enter Time for non-firm members directly in Clio. Time may be added for non-firm members via Clio Connect. To do so, please follow these steps:

  1. Create the Co-counsel as a Contact
    • Set their Primary Email to internal email address not associated with your Clio Account
  2. Share the Matter you're hoping to enter time on behalf of Co-Counsel with the updated Contact
  3. Create a Clio Connect account using the e-mail address you entered under the Co-Counsel Contact card
    • Navigate to the e-mail address you entered under the Co-Counsel Contact Card
    • Accept the invitation to View Matter
  4. Login to this new Clio Connect account and enter Time or Expenses that you'd like associated with your Co-Counsel

 

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