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Can I Generate a Bill for a Certain Type (Contingency vs. Hourly) Matter?

Objective:

  • Generate bill for contingency rather than non-contingency matters only

Environment:

  • Clio Manage

Answer:

Not at the moment.  Please contact Support to vote for this feature.

As a workaround, you can

  1. Add a Custom Field to a matter where you can indicate if a matter is contingency or not and then
  2. Generate a Bill only for matters with that Custom Field data.

 

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