KCS - How Can I Track Time That I Don't Want to Link to an Actual Client or Matter?

Objective:

  • 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

Environment:

  • Clio Web App

Additional Information:

This is a workaround to record activities as mentioned above.

Procedure:

  1. Create a new Contact and name it "Internal Tracking" or something similar
  2. Create a new Matter under that Contact and name it "Non-Profit (Internal)" or something similar
  3. Set the Matter to non-billable as per How to Make a Matter Billable or Non-Billable
  4. Begin adding time entries for non-profit or volunteer work 

 

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