Objective:

• Update Default Billing Rate for new Matters only and keep old Billing Rate for existing Matters

Environment:

• Clio Manage

Additional Information:

• What is the Billing Rate Hierarchy for Clio Manage?
• If I Change Billing Rates, Will This Affect Existing Entries?

Answer:

No, not at this time. When the default Billing Rate is updated, it will update the Billing Rate on all Matters, unless there is already a Client/Matter based rate. Existing Time/Expense entries will not be affected.