KCS - Why am I Receiving the Error "Select a valid firm user" When I Try to Add a Flat Rate to a Matter?

Issue:

  • Error "Select a valid firm user." coming up when trying to save a Matter and assign a Flat Fee

Environment:

  • Clio Web App

Additional Information:

What does Billing Rate Visibility do? 

Cause:

Your Billing Rate Visibility is set to None

Resolution:

A user with Administrator Permission can resolve this by taking the following steps: 

  1. Go to Settings
  2. Select Manage Users
  3. Click on Edit under your name, or the name of the impacted user
  4. Scroll down to Billing Rate Visibility (alongside "Billing Rate")
  5. Select All or Limited
  6. Click Save New Information at the bottom of the page 
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