Objective:

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

Environment:

• Clio Manage

Additional Information:

n/a

Answer:

We cannot import a Flat Rate or Contingency Rate Matter. When Matters are imported into Clio they are by default imported as Hourly billing. Matters will be assigned the default billing for Clio users. Designating How Time is Billed on a Matter - Hourly, Flat Fee, or Contingency will walk you through changing individual Matter Rates from Hourly to Flat Rate.