2017

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KCS - How to Change a Matter from Flat Fee Billing to Hourly

Objective:

  • N/A

Environment:

  • Clio Web App
  • Matter
  • Billing

Additional Information:

You will only be able to change a Matter to hourly if there are no 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 Matter Billing
    4. Select Hourly
    5. Make any necessary rate changes
    6. Select Update Matter
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