Is There a Way to 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:

As a workaround, you can add a custom rate in the Billing preferences for each of your existing open Matters and then change your current Default Billing Rate.

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

Answer:

No, not at this time. However, there is a workaround above.

If you would like to add your vote to this Feature Request, please call our Support Team.

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