Can Clio Import Flat Rate Matters?

July 30, 2019 20:47

Objective:

During a migration can Clio import my Flat Rate Matters?
If I have a Matter with a Flat Rate will it be imported into Clio?

Environment:

Clio Manage

Additional Information:

n/a

Answer:

You cannot import a Flat Rate Matter. When Matters are imported into Clio they are by default assigned the default billing for Clio users. How To Edit A Matter Rate will walk you through changing individual Matter Rates from Hourly to Flat Rate.