How to Change a Matter from Flat Fee Billing to Hourly

Objective:

  • Flat Fee Matter
  • Hourly Matter
  • Update Matter Rate
  • Update a Matter to Flat Fee rate
  • Change a Matter to Flat Fee
  • Make a Flat Fee Matter
  • Edit a Matter to make it a Flat Fee Matter

Environment:

  • Clio Manage

Additional Information:

You will only be able to change a Matter to hourly if there are no Flat Rate Bills generated for this Matter.

This will update all Time Entries entered from here on out, but will not reflect any Time Entries already created. You will need to change all previous Time Entries.

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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