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.
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.