Objective:

• Understand where Text Snippets can be used in Clio

Environment:

• Clio Manage

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: Description
• 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)