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