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How Do I Know When a Legal Aid Matter is Approaching a Billing Threshold?

Question:

  • How Do I Know When a Legal Aid Matter is Approaching a Billing Threshold?

Environment:

  • Clio Manage

Additional Information:

  • Important - Clio Manage does not prevent the user from going past the threshold. It simply highlights and flags it to the user in the UI.

Answer:

  • When the billed work figure hits 90%, a warning appears as per the screenshot below:Legal_Aid_.png

 

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