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How to Create a Flat/Fixed 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/Fixed Fee 
  6. Select the Fee Recipient 
  7. Optionally, you can select a Flat rate/Fixed Fee category (See here to learn how to add more categories)
  8. Enter the Flat/Fixed Fee charge in the Amount field  
  9. Select Save Matter 

 

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