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Can I Update My Default Billing Rate for New Matters Only?

Objective:

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

Environment:

  • Clio Manage

Additional Information:

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. 

If you would like to add your vote to this Feature Request, please contact us either through email, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2. 

 

 

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