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How to Generate a Report for Hourly, Contingency and Flat Rate Matters

Objective:

  • Generate a report that shows Hourly and Flat Rate Matters
  • Genrate Report on Contingency Fee Mattes

Environment:

  • Clio Manage

Additional Information:

  • On the Excel Spreadsheet, column AA - Flat Rate Activity indicates if the Matter is Flat Rate

Procedure:

  1. Go to our Export Page at https://app.clio.com/export 
  2. Click Excel ready CSV beside Matters

 

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