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Can I Add Time Entries into Clio During a Data Migration from Another Software Program?

Objective:

  • Learn if it's possible to add activities into Clio Manage while a migration from another software

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Yes. You would need to add Time Entries without assigning Matters to them if you are still waiting for the Matters to be migrated into Clio do the following:

  1. Add Time Entries in Clio Manage
  2. Do not add Matters to the Time Entries
  3. Once the Matters are migrated from another program, add the newly added Matters to those Time Entries
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