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.

Note: This feature replaces the existing Billing and Online Payments functionality with a new Grants tab.

Add funding source

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 source

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 grant

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 delete grants

Edit Delete

When editing a grant, you can update its name, change the funding code, and replace the current funding source with a new funding source.

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. Click Edit.
  3. Make your changes and click Save grant.

 

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