Objective:
- Label Matters as pro bono
- Make it possible to filter out pro bono Cases
- Manage non-billable Matters
Environment:
- Clio Manage
Additional Information:
n/a
Answer:
While the way that you choose to manage pro bono cases will depend on your specific needs around reporting and billing, we can offer the following suggestions:
- If you do not need to generate any Bills for this case, make it Non-Billable
- You can either use your default rate to track what the billables would have been, or you can apply a Custom Matter Rate of 0
- If you need to be able to filter the Billable Clients list for these Matters, create a Matter Custom Field