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How to Create a Flat Fee Matter

Objective:

  • Creating a Flat Rate Matter
  • Flat Fee
  • Matter Rate

Environment:

  • Clio Manage

Additional Information:

  •  New Clio instructions 

Procedure:

  1. Select Create New
  2. Select Matter
  3. Input the Matter data
  4. Expand the Billing Preferences section  
  5. Select the field set Hourly and update it to Flat Rate 
  6. Select the Fee Recipient 
  7. Optionally, you can select a Flat rate category (See here to learn how to add more categories)
  8. Enter the Flat Fee charge in the Amount field  
  9. Select Save Matter 

 

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