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How Do I Get a List of All Flat Fee Billed Matters

Objective:

  • How to generate a report for all flat fee billed matters
  • Report on flat fee matters
  • List of all flat fee matters

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

At this time, there is currently no report that will list matters by the billing preferences set. However, a workaround for this is to generate an export from app.clio.com/export and use the Matters export that will be generated in a CSV format. The column "AA" will display the flat-rate amount set for each matter. Using the Sort & Filter options in programs like Microsoft Excel will allow you to show only matters that have information in this column present. 

 

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