KCS - Where Do Text Snippets Work In Clio?

Objective:

  • Understand where Text Snippets can be used in Clio

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

  • Matters: Description (when creating a new matter or editing an existing one)
  • Transactions: Description (found in Matter and Accounts)
  • Notes: Subject and Detail (found in Matter and Timekeeping)
  • Tasks: Name and Description
  • Expense Entries: Description
  • Time Entries: Note
  • Bill Payments: Description field in the 'Add Bill Payment' window
  • Calendar Entries: Summary, Location, and Description
  • Communications: Subject and Body in all types (Phone Call, Email, Secure Message)
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