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
Environment:
- Clio Web App
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 6 steps once.
Procedure:
- Go to the Activities page
- Select Activity categories
- Click on Add activity category
- Input a title in the Name field (e.g., Flat Fee)
- Set the Billing method to Flat Rate
- Click Save category
- Open the Matter
- Select Activities
- Select Add time
- Select the Activity category created above
- Fill out the remaining details for the Time entry
- Click Save entry