- Track time entries for non-billable activities.
- Track non-profit or volunteer activity without billing.
- For end-of-period reporting on time spent on non-billable activities unrelated to a specific Matter
- Clio Web App
This is a workaround to record activities as mentioned above.
- Create a new Contact and name it "Internal Tracking" or something similar
- Create a new Matter under that Contact and name it "Non-Profit (Internal)" or something similar
- Set the Matter to non-billable as per How to Make a Matter Billable or Non-Billable
- Begin adding time entries for non-profit or volunteer work