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When Exporting a Matter From Grow to Manage, Who is Selected as the Fee Recipient on a Flat Rate Matter?

Question:

  • Which User is selected when exporting a Flat Rate Matter from Grow to Manage?
  • Who is the Fee Recipient when a Matter is exported from Grow to Manage?

Environment:

  • Clio Grow
  • Clio Manage

Answer:

The user who exported the Matter from Clio Grow to Clio Manage will be selected as the Flat Rate Fee Recipient under the Matter Billing Preferences. To change the Fee Recipient, go to the Matter in Clio Manage and Edit the Matter and Billing Preferences. 

 

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