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KCS - Where are Record Grabber Expenses Synced to Clio?

Objective:

n/a

Environment:

  • Clio Web App
  • Record Grabber

Additional Information:

Record Grabber charges the customer a fee for each medical record they retrieve, and syncs this fee to Clio as an expense on the Matter

Answer:

Expenses on a Matter can be viewed by going to Matters and clicking on the Activities sub-tab. You may filter for Expenses by clicking on the purple $ sign.

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