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