KCS - Can Clio Import Flat Rate Matters?

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 Web App

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.

 

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