Objective:
- Add a Flat Rate Activity Description
- Flat Fee Charge in Hourly Matter
- Add additional Awards to Contingency Matters
- How to Create A Flat Rate Time Entry
- Set up Flat Fee
- Add a Flat Rate Category to the list when setting up a Flat Rate Matter
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Go to the Activities page
- Select Manage categories
- Click on New category
- Select "Time entry category"
- Input a title in the Name field (e.g., Flat Fee)
- Set the Billing method to Flat Rate
- Optionally, add a Rate (or leave it blank if you are going to change the Flat Rate amount each time you use this Category)
- Click Save category