Do you have friends in your network who could benefit from Clio? Earn $250 for every friend that you refer! Find out how.

Why Are My Legal Aid Activity Categories Not Selected After Importing Activities to a Legal Aid Matter?

Question:

  • Importing time activities to a Legal Aid Matter, new activity category created, legal aid category not recognised
  • Legal aid category not selected after importing activities

Environment:

  • Clio Manage

Additional Information:

 

Answer:

It is not possible at this time to link Legal Aid Activity Categories to Time and Expense Entries when importing them to your Clio account. When imported this way, additional duplicate categories will be created. After the import, you will need to edit each time entry to assign the correct Legal Aid Activity Category. For steps on how to edit a time entry, see here - How Do I Edit a Time Entry?

If you would like to add your vote to this Feature Request, please contact support@clio.com. 

 

 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality