2017

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KCS - 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.

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