Objective:
- Creating a Flat Rate Matter
- Flat Fee
- Matter Rate
Environment:
- Clio Manage
Additional Information:
- New Clio instructions
Procedure:
- Select Create New
- Select Matter
- Input the Matter data
- Expand the Billing Preferences section
- Select the field set Hourly and update it to Flat Rate
- Select the Fee Recipient
- Optionally, you can select a Flat rate category (See here to learn how to add more categories)
- Enter the Flat Fee charge in the Amount field
- Select Save Matter