- 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 Web App
Depending on how many matters are existing vs new matters for the rest of the year there are two options.
1. If there are fewer existing open matters. - Change the default rate for each of the open matters, change the current default rate.
2. If there are fewer New Matters - Change the default rate everytime a New Matter is opened, change the default rate at the end of the year.
Currently, there's no way for Clio to automatically to do this. However, there is a workaround above.