- How to generate a report for all flat fee billed matters
- Report on flat fee matters
- List of all flat fee matters
- Clio Manage
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.