Have you heard? We acquired Lexicata in the first milestone to creating a more advanced client engagement platform. Read more here.

KCS - How to Create a Flat Fee Matter

Objective:

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

Environment:

  • Clio Web App

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. Enter the Flat Fee charge in the Amount field  
  8. Select Save Matter 

 

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