Set Up Legal Aid Grant Management

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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.

Tip: After setting up your funding sources and grants, you can associate grants to matters, track time and expenses, and manage exports and reports.

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.

Tip: You can also add a funding source when creating a grant. Click Add funding source in the Funding source dropdown when creating a new grant.

 

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.

Edit name Delete
  1. Go to Settings > Grants.
  2. Find the funding source.
  3. Click Edit to update the name of the funding source. 

 

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.
Tip: When selecting a funding source, click Add funding source if you need to create a new funding source.

 

Edit and sort grants

Once your grants are set up, you can edit them and apply a sorting order. When editing a grant, you can update its name, change the funding code, and replace the current funding source with a new funding source. Applying a sorting order will affect the order in which your grants appear in lists, including in the new time entry modal when you select a grant. 

Edit Apply sorting order

Note: The funding source is a required field. This means that you can only change a funding source on a created grant. You cannot remove a funding source and leave the field blank.

  1. Go to Grants.
  2. Find the grant that you want to edit.
  3. Click Edit.
  4. Make your changes and click Save grant.

 

Delete and archive grants

If you no longer need to use a grant, you can either delete it or archive it. Deleting a grant will permanently delete it from your account and from any matters associated with the grant. 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. 

Delete Archive

Important: You can only delete a grant that has no matters or activities associated with it.

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

 

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