KCS - Is There A Way To Automatically Change 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 Web App

Additional Information:

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.

Answer:

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

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