San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

How to Generate a Report for Hourly and Flat Rate Matters

Objective:

  • Generate a report that shows Hourly and Flat Rate Matters

Environment:

Clio Manage

Additional Information:

  • In the Excel Sheet, column "AA - Flat Rate Activity" indicates if the Matter is Flat Rate.  

Procedure:

  1. Go to app.clio.com/export
  2. Click Excel ready CSV beside Matters
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