KCS - Can I Add a Matter Billing Rate to an Automated Document

Objective:

  • Can I add the matter billing rate as a merge field?
  • Am I able to add a matter billing rate in document automation?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

No, you are not able to add the Matter Billing Rate as a merge field. Currently, the only billing rate available as a merge field is Attorney Default Rate.

As a workaround, you can create a Custom Field for your matters and enter any Matter Billing Rate in that field. This will allow you to merge that Custom Field into your document.

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