Legal Aid: Set Up Funding Sources and Grants

With Clio's grant management feature, legal aid organizations can use Clio Manage to track matter activity, such as time and expenses, across various grants and funding sources. You can track time and expenses to both matters and grants or to only grants, use organization and matter dashboards to view how users spend their time, and filter and track grant deliverables for matters and activities.

Add funding sources

Before adding a new grant and any time and expense entries, you need to create a funding source. 

1. Go to Settings > Grants.
2. Click New funding source.
3. Name the funding source and click Save funding source.

Edit and delete funding sources

Once a funding source has been created, you can edit the name of a funding source at any time after creating it. You can also delete a funding source as long as the funding source is not selected on a grant. If the funding source is selected on a grant, replace it with another funding source on the grant and then delete it.

Create new grants

After creating a funding source, you can begin adding new grants to your Clio Manage account. 

1. Go to Grants.
2. Click New Grant.
3. Complete the grant details. The grant name and funding source are required fields.
4. Click Save grant.

Edit grants

Once your grants are set up, you can edit them from the Matters or Grants tabs. When editing a grant, you can update its name, change the funding code, and replace the current funding source with a new funding source. 

1. Go to the Matters tab and click the grant's name under the Reporting grants columns. Or, go to the Grants tab and click the grant's name. 
2. Click Edit.
3. Make your changes and click Save grant

Apply sorting order to grants

Once your grants are set up, you can apply a sorting order that will affect the order in which your grants appear in lists, including when you create a new time entry and select a grant.

1. Go to Settings > Grants.
2. Click the three line icon and drag it above or below another grant to change the order.

Delete grants

If you want to permanently remove a grant from your account, you can delete it. Deleting a grant will permanently delete it from your account and from any matters associated with the grant.

If you think you may want to use the grant at a future time, you can archive it instead. Learn more about archiving grants here.

1. Go to Grants.
2. Find the grant that you want to delete.
3. Click the down arrow next to Edit and select Delete.

Archive and unarchive grants

If you want to make a grant temporarily unavailable, you can archive it. Archiving a grant will make it unavailable to add to a matter and for time or expense tracking. Archived grants will still show on matters when edited and be available for reporting and export purposes. You can also edit and delete archived grants and unarchive any archived grants. 

If you know you want to permanently remove the grant from your account, you can delete the grant instead. Learn more about deleting grants here.