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How Do I Add Time and Expense Entries to a Legal Aid Matter?

Objective:

  • How Do I Add Time and Expense Entries to a Legal Aid Matter
  • How Do I Add Time to a Legal Aid Matter
  • How Do I Add Expenses to Legal Aid Matters

Environment:

  • Clio Manage

Additional Information:

  • The Legal Aid Activity Category Rates list will only display rates associated with the options you have selected while filling out the Legal Aid Fields on the Matter Details. If you are not able to see a specific rate, you may want to review the information you have added to your Matter Legal Aid Fields 

Answer:

You can add time entries and expenses as usual through the Global Timer, or alternatively follow the steps below on your computer:

  1. Open your Legal Aid Matter
  2. Click on the Activities sub-tab within the Matter
  3. Click on New Time Entry
  4. Fill in the Time and select the Activity Category
  5. Click on Save entry

Click here if you would like steps on How to Create a Time Entry on the Mobile App

 

 

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