Does your firm need to work from home due to COVID-19? Check out these key resources.

Is There a Merge Field for Flat Fee Matter Rate?

Objective:

  • Can you pull a Matter Flat Rate into a Document Automation Template?

Environment:

  • Clio Manage

Additional Information:

Custom Fields have associated Merge Fields. You can create a Matter Custom Field to store the value of the Flat Rate fee, making it available for the Document Automation Template.

Answer:

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

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality