- 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
A Custom Matter Billing Rate will override your new Default Billing Rate, therefore your existing Matters that have a Custom Matter Billing Rate added will not be affected by the change to your Default Billing Rate.
For more information on Clio's Billing Rate Hierarchy, click here.
No, not at this time. However, there is a workaround above.
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