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Can I add a Second Contingency Fee to a Matter?

Question:

  • Can I record multiple Contingency Fees in Clio?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No. Users are currently able to enter one Contingency Fee. If you would like to add your vote to this Feature Request, please contact our Support Team.

However, users can add another Time Entry to record the second Fee using this workflow:

Part 1(Optional): Activity Category

  1. Create an Activity Category (steps here) called "Contingency" with a flat rate

Part 2:

  1. Go to the applicable Matter
  2. Click on the Activities tab
  3. Click New time entry
  4. (Optional) Choose the Contingency Activity Category
  5. If using an Hourly billing method, add a Duration of 1 (if not, skip to step 6)
  6. Enter the fee amount in the Rate Field
  7. Uncheck the Non-billable box (to ensure this entry can be included in a Bill)
  8. Click Save entry
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