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How Can I Make Sure that I Billed for All the Emails in my Communications Tab?

Objective:

  • To determine a way to confirm no Communication Time Entries have been missed in billing. 

Environment:

  • Clio Manage

Additional Information:

Answer:

The suggested workflow for this would be to use an Activity Category for the Communications and then the Time Entries would be able to be filtered for the Activity Category as well as an unbilled status. 

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