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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
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