San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

How Does Clio Determine the Default Fee Recipient When Creating a Flat Rate Matter?

Objective:

  • Who does Clio select as the Default Fee Recipient when creating a new Flat Fee Matter?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

The User who creates the Matter is automatically set as the default Fee Recipient

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