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How do I see if a Custom Rate is Applied to a Matter?

Objective:

  • Check for Custom Billing Rate on Matter
  • How do I know what the Matter Custom Rate is
  • Is there a Custom Rate on my Matter

Environment:

  • Clio Manage

Additional Information:

You would need User Permissions to Billing as well as Billing Rate Visibility set to All

Procedure:

  1. Access the specific Matter
  2. On the Matter Dashboard the "Billable" field, in the Details section will note any Custom Rates

 

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