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KCS - How to Apply a Rate to a Matter


  • How to set a specific Rate on a Matter 
  • This case has a reduced fee compared to my other cases 
  • Add a custom rate for a Matter


  • Clio Web App 

Additional Information:



  1. Open the Matter 
  2. Select Edit 
  3. Click Billing preferences
  4. Click Add a custom rate
  5. Choose the User or Group on the left dropdown
  6. Enter the appropriate Rate
  7. Click Save matter


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