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

What Happens To Time Entries When You Change a Matter’s Billing Status Between Billable And Non-Billable?
Video: Non-Billable Time Entries
Creating Non-Billable Time Entries
Channel: Time Tracking and Billing Videos
Video: Expense Overview
Time Tracking for Lawyers Mobile App

See all 16 articles

Activity Categories and UTBMS Codes

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