- 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?
- Clio Manage
- To Learn How to Use Custom Field for Document Automation, click here
- To Learn How to Create a Custom Field for Matters, click here
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.