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How To Separate Contingency Fees From Reimbursable Expenses on a Bill

Objective:

  • Separate contingency fees that were earned from billable expenses on a bill

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Click Matter
  2. Click Update Award
  3. In the Amount field subtract the reimbursable expense from total award
  4. Click Save Award
  5. Click Transactions
  6. Click New Transaction
  7. In the Amount field enter the total reimbursable expense
  8. Click Record Transaction
  9. Click New Transaction
  10. In the Amount field enter the total amount of the award
  11. Generate Bill
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