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Is There a Way to Automatically Change the Billing Rate on Newly Created Matters Only?

Objective:

  • Automatically change billing rate at the end of the year 
  • Mid-year billing rate change; don't want to affect open matters but only new matters

Environment:

  • Clio Manage

Additional Information:

Depending on how many Matters are existing vs new Matters, there are two options. 


1. If there are fewer existing open Matters. - Add a custom billing rate in the Billing preferences for each of the open Matters and then change the current default Billing Rate.  

2. If there are fewer new Matters - Add a custom billing rate in the Billing preferences each time a new Matter is opened and change the default Billing Rate at the end of the year.

Answer:

Currently, there's no way for Clio to automatically do this. However, there is a workaround above.

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