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How to Change a Matter From Flat Rate/Fixed Fee Billing to Hourly

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:

    1. Go to the Matter you want to update
    2. Select the Edit button on the top right hand corner
    3. Scroll down to Billing Preferences
    4. Select Hourly
    5. Make any necessary rate changes
    6. Select Update Matter
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