Have you heard? We acquired Lexicata in the first milestone to creating a more advanced client engagement platform. Read more here.

KCS - How to Generate a Report for Hourly and Flat Rate Matters

Objective:

  • Generate report that shows Hourly and Flat Rate Matters

Environment:

  • Clio Web App

Additional Information:

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

Procedure (Previous Clio):

  1. Go to the main Matters tab
  2. Click Export
  3. For Output Format select CSV
  4. Click Create Export
  5. Click Download 

Procedure (New Clio):

  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