Objective:
- Update Matter Billing Preferences
- Convert an Hourly Matter to Flat Rate/Fixed Fee
- Update Billing Preferences from Flat Rate/Fixed Fee to Hourly
Environment:
- Clio Manage
Additional Information:
You will only be able to change a Matter to hourly if there are no Flat Rate/Fixed Fee Bills generated for this Matter.
Procedure:
- Go to the Matter you want to update
- Select the Edit button on the top right hand corner
- Scroll down to Billing Preferences
- Select Hourly
- Make any necessary rate changes
- Select Update Matter