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Is There a Merge Field for Flat Fee Matter Rate?

Objective:

  • Can You Put Matter Flat Rate into a Document Automation Template?
  • Is There a Flat Rate Fee Custom Merge Field on Clio Manage?
  • How Can I Add Flat Rate Fee in a Document on Clio?

Environment:

  • Clio Manage

Additional Information:

  • To Learn How to Use Custom Field for Document Automation, click here
  • To Learn How to Create a Custom Field for Matters, click here

Answer:

There is no default or available Merge Field for Flat Fee Matter Billing Rates.

You must create a Matter Custom Field to store the value of the Flat Rate Fee. Once that is completed, then it is available for a Document Automation Template.

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