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KCS - How to Create a Contingency Matter

Objective:

  • Set a Matter to Contingency
  • Create a Contingency Case

Environment:

  • Clio Web App

Additional Information:

The award can be added after the Matter is created. See How do I Update the Award on a Contingency Matter?

Procedure:

Previous Clio:

  1. Navigate to the Matters tab
  2. Select New
  3. Input desired Matter data
  4. Go to Matter Billing section  
  5. Select Contingency Fee
  6. Select the Fee Recipient 
  7. Enter the Percentage the Rate field
  8. Select Save Matter 

New Clio:

  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 Contingency Fee 
  6. Select the Fee Recipient
  7. Enter the Percentage the Rate field
  8. Select Save Matter 

 

 

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