Objective:

• Label Matters as pro bono
• Make it possible to filter out pro bono Cases
• Manage non-billable Matters

Environment:

• Clio Web App

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
• To create Reports for pro bono cases specifically, set up a "Pro Bono" Practice Area
• If you need to be able to filter the Billable Clients list for these Matters, create a Matter Custom Field