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What Activity Categories Should I Create?

Objective:

  • What are some examples of Activity Categories?
  • What Expense Categories should I create?
  • What Time Entry Categories should I create?
  • Suggested Activity Categories
  • Suggested Expense Categories
  • Suggested Time Entry Categories

Environment:

  • Clio Manage

Additional Information:

Please note that these are suggested Activity Categories. These are by no means required and are dependant upon your firms' unique workflows.

Answer:

Suggested Time Entry Categories

  • Flat fee for the initial deposit
  • Telephone conference with the client
  • Consultation
  • Document filing
  • Communication with the client
  • Case research
  • Meeting with client
  • Document review
  • Review/reply to client email
  • Telephone call with opposing counsel
  • Correspondence to opposing counsel
  • Draft pleadings
  • Drafting Correspondance

Suggested Expense Entry Categories

  • Photocopy fee
  • Filing fee
  • Travel
  • Postage
  • Continuance fee

 

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