- Tracking receipt of funds from another firm when you are acting as co-counsel without using Clio Connect
- Clio Web App
- Set up an Hourly Matter
- Create a Custom Matter Rate of $0.00
- Add Time Entries as work is performed
- Once the Award has been settled with the other firm, Add a Time Entry with a Duration of "1" and a Rate equal to the funds that will be received.
- Create a Bill and Approve it.
- Record a Direct Payment on the Bill based on the date that you receive or deposit the funds into your bank account.