KCS - How do I Enter Different Activities Based on Attorneys?

Objective:

  • entering in time entries for more than one attorney 
  • entering in expense entries for more than one attorney 

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Open the Matter's tab and select the Matter that you would like to Add Activities to
  2. Open the Activities tab 
  3. Select Add time/Add expense 
  4. Fill in the relevant information 
  5. Under the Firm User, select the appropriate Attorney 

 

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