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Issue: Unable to Save Matter: "One or more selected firm users do not have billing permissions or permission to view this matter"?

Question:

  • Unable to Edit Matter

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

  1. Select the Billing Preferences tab
  2. Click the checkbox "Notify firm users when matter trust funds are below"
  3. De-select the notification recipients
  4. Save the Matter

 

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