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When Creating a Time Entry as a Co-counsel in Clio Connect the Matter Dropdown Sometimes Does Not Appear When Typing in a Keyword

Objective:

  • Why is my Matter not appearing when I'm creating a Time Entry as a Co-Counsel?
  • Why are there no Matter results when I type in a keyword on the Add Time Entry Form window as a co-counsel?

Environment:

  • Clio Connect

Additional Information:

  • n/a

Resolution:

There are a few workarounds if you encounter this:

  1. Create the Time Entry on the Matter Dashboard, it will default the Matter field to the Matter you are viewing.
  2. Type in variations of the Matter name or number, the dropdown may appear afterwards
  3. Leave the keyword in the Matter field and save the Time Entry, it'll assign the Time Entry to the correct Matter when view it on the Activities list.
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