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Tracking Activities and Notes During A Migration

Objective:

  • How to track time during a migration?
  • How do I log time during a migration?
  • How to track notes during a migration?

Environment:

  • Clio Manage

Additional Information:

  • Make sure you use the number you agreed with your Migrations Specialist during the export call.

Procedure:

Tracking Time/ Expenses

  1. Open the Activities Template 
  2. In Column A add the Matter Number from your previous system to ensure the activities are associated with the right matter in Clio.
  3. In Column B, fill in the date; this is a required field. 
  4. In Column C, you can create any activity categories you want to be made in Clio. Learn more about Activity Descriptions.  
  5. In Column D, you can add any additional details you like for the time entry. 
  6. In Column E, you will add the rate/price for the activity. 
  7. In Column F, add the quantity of time spent on the specific activity 1=1 Hour, 2 =Hours.
  8. In Column G, categorize the line Item as 
    1. TimeEntry = Services Rendered
    2. Expense Entry = Reimbursable Expenses
  9. In Column H, add your user name, this name should match the one in Clio to assign the time to the correct user, and this is a required field.

Matter Notes

  1. Open those Matters Notes template to track Matter Notes
  2. In Column A add the date for the note in the mm/dd/yyyy format; this is a required field. 
  3. In Column B, fill in the note's subject.
  4. In Column C, this is where the detail of the note should be added. 
  5. In Column D, add the Matter Number from your previous system to ensure the notes are associated with the correct Matters.

Video Tutorial

 

 

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