San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

How to Create a Flat Rate Entry in a Matter

Objective:

  • How to Create a Flat Fee Entry without creating a Flat Fee Matter
  • Add a Flat Rate Activity Description
  • Flat Fee Charge in Hourly Matter
  • Add additional Awards to Contingency Matters
  • Add a Flat Rate Activity Category
  • How to Create A Flat Rate Time Entry
  • Set up a Flat Fee Entry in a Matter
  • Set up Flat Fee

Environment:

  • Clio Manage

Additional Information:

These steps are for cases when you already have a Matter, and you would like to simply apply a Flat Fee to the Matter.

You will only have to complete the first 7 steps once.

Procedure:

  1. Go to the Activities page
  2. Select Manage categories
  3. Click on New category 
  4. Select "Time entry category"
  5. Input a title in the Name field (e.g., Flat Fee)
  6. Set the Billing method to Flat Rate
  7. Optionally, add a Rate (or leave it blank if you are going to change the Flat Rate amount each time you use this Category)
  8. Click Save category
  9. Open the Matter
  10. Select Activities
  11. Select New time entry
  12. Select the Activity category created above
  13. Fill out the remaining details for the Time entry
  14. Click Save entry

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality