Objective:
- Choose a new Fee Recipient on a Flat Fee Matter
- Choose a new Fee Recipient on a Contingency Fee Matter
Environment:
- Clio Manage
Additional Information:
An Invoice must not be generated in order for this to be edited.
NOTE: This also includes Contingency cases
Procedure:
- Navigate to the Matter
- Click Edit
- Scroll to the Billing Preferences dropdown
- Choose a new Fee Recipient
- Click Save Matter