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Can I Add A Co-Counsel Time Entry To An Existing Bill?

Question:

  • Can I add a time entry for Co-Counsel to an existing bill
  • How to add a Co-Counsel time entry to an existing bill

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

It is not possible to add a time entry for Co-Counsel to an existing bill as all time entries for Co-Counsel must be added through the Co-Counsel's Clio Connect account.

To add a new or existing time entry, the bill must be voided and then regenerated.

  1. Create any new time entries in the Co-Counsel's Clio Connect account
  2. Delete all payments from the bill (make a note of them so you can add them back afterwards)
  3. Void the bill
  4. Generate another bill containing all of the desired activities
  5. (Re-)Record the payments that you deleted in step 1

 

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