Introducing The Law Community, the online community just for Clio customers. Sign up now.

Can Clio Import Flat Rate or Contingency Rate Matters?

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.

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