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

★ Video: Activities
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

Time Entries

Bulk Editing of Time Entries
Video: Creating Billable Entries
Using Timers in Clio
Creating & Managing Time Entries
Sorting and Filtering Time Entries
Entering Time on Behalf of Other Users

See all 7 articles

Expense Entries

Managing Expense Entries

Activity Descriptions and UTBMS Codes

Creating and Managing Activity Descriptions
Removing Activity Description Information from Bills
UTBMS Codes