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Can I Export Contact or Matter Billing Preferences?

Objective:

  • Export Billing Preferences 
  • Can I Export Matter Billing Preferences?
  • Report to see all of my Matter Billing Preference

Environment:

  • Clio Manage

Additional Information:

As a workaround, you can create Custom Fields for the Billing Preferences information and run a Matter Export in CSV format.

Also, the Clocktimizer Integration does provide a Report with this information.

Answer:

No, not at this time. If you would like to add your vote to this Feature Request, please contact our Support Team.

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