Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

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 Web App

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 to the Document Automation template.

Answer:

There is no available merge field for Flat Fee Matter Billing rate.

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