Add time and expense entries
In Clio Manage, you can add time entries and expenses directly in your Legal Aid matter. Follow the steps below to do this. You can also capture time using the global timer or when filing emails with Clio's Outlook Add-in. Learn more about the timer here and adding time while filing emails with Clio's Outlook Add-in here.
- Open your Legal Aid matter.
- Activities,click New time entry. From the global Create new, click Time entry.
- Click New time entry.
- Fill in the time details and select the Activity category.
- Click Save entry.
Log routine letters and phone calls
When recording letters or calls for Legal Aid billing, you can log time in minutes rather than units. According to the UK Cost Assessment Guideline phone calls under six minutes can be logged as six minutes. Calls lasting longer may be recorded as timed attendance or phone called.
- Go to a Legal Aid matter.
- In Activities, click New time entry. From the global Create new, clickTime entry.
- Select a Routine Activity Category (i.e., Routine letters in, Routine telephone calls).
- Under Duration, record time in multiples of 6 minutes.
- 6 minutes = 0.1, 12 minutes = 0.20, 24 minutes = 0.40, etc.
- Complete the remaining fields.
- Click Save entry.
Record profit costs on Legal Aid matters
In Clio, you can record and track profit costs on fixed-fee Legal Aid matters. Record profit costs from the Activities tab of the matter, then view the profit costs and the difference on the matter’s Dashboard.
If the time on a legal aid matter has the potential to exceed the fixed fee amount, profit costs are the legal fees and can be calculated at an hourly rate.
- Open your Legal Aid matter.
- Click the Activities subtab.
- Click New time entry.
- Fill in the time details and select the Activity category.
- The available categories and rates are predetermined by the practice area.
- Click Save entry.