If your firm utilizes ABA codes for electronic bill filing, Clio makes it easy to incorporate them into your bills by adding them as Activity Descriptions. Doing so will give you easy access to a list of ABA codes to utilize when billing a client.
First, it’s best to have an internal discussion revolving around the most frequently used codes. With a database of thousands of options, it would be unwieldy to add them all to Clio, so determining which ones would be utilized the most is an important step.
Next, locate the appropriate codes from the ABA website, such as:
Navigate to the ‘Activites’ tab within Clio and choose ‘Activity Descriptions.’ Here you will create the appropriate Activity Description with an associated billing rate (if applicable).
Now, when creating Time Entries, you will see the list of ABA-coded Activity Descriptions available in the drop down. Simply select the one you wish to use, and this information will be included on any LEDES-formatted invoice you create, which will save valuable time from having to go back and manually edit.