Activities: Time and Expense Entries

The following sections and articles provide instructions for adding time and expense entries in Clio; including information about setting rates, creating Activity Descriptions, and assigning UTBMS codes.

Videos

Getting Started: Settings & Rates

User Default Rates
Client and Matter Based Rates
Setting up Rates in Clio: User, Client, and Matter Rates
Example of Clio's Rates Hierarchy
Permissions for Billing Rates

Activities

Channel: Time Tracking and Billing Videos
Video: Expense Overview
Time Tracking for Lawyers Mobile App
Video: Activities Playlist
Video: How to Run a Timer
Sorting and Filtering Time and Expense Entries

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Activity Categories and UTBMS Codes

Hard and Soft Costs (Expenses)
Creating and Managing Activity Categories
Enabling and Using UTBMS Codes