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How to Add a Flat Rate/Fixed Fee Activity Category

Objective:

  • Add a Flat Rate/Fixed Fee Activity Description
  • Flat Fee/Fixed Fee Charge in Hourly Matter
  • Add additional Awards to Contingency Matters
  • How to Create A Flat Rate/Fixed Fee Time Entry
  • Set up Flat Fee/Fixed Fee
  • Add a Flat Rate/Fixed Fee Category to the list when setting up a Flat Rate Matter

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to the Activities page
  2. Select Manage categories

    Clio_-_Activities_2019-12-27_17-50-48.png

  3. Click on New category 
  4. Select "Time entry category"
  5. Input a title in the Name field (e.g., Flat Fee)
  6. Set the Billing method to Flat Rate/Fixed Fee
  7. Optionally, add a Rate (or leave it blank if you are going to change the Flat Rate amount each time you use this Category)

    Clio_-_Activities_2019-12-27_17-53-53.png

  8. Click Save category
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