The Clio Cloud Conference is happening October 26-29. Save your spot.

Does Clio Have "C" UTBMS Codes for Coverage?

Objective:

  • Understand if Clio has "C" codes
  • How can I use "C" codes for LEDES billing

Environment:

  • Clio Manage

Additional Information:

Answer:

Yes, but they do not automatically show up in the UTBMS dropdown of Activity Settings pages in the same way as some other codes.

To use a UTBMS "C" code:

  1. Create a new Time Entry
  2. Select a UTBMS Activity Category
  3. Type the "C" Code in the UTBMS Task Code section, eg 'C200'
  4. Select the code that now appears in the UTBMS Task Code
  5. Enter other Time Entry details
  6. Click Save entry
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality