How to Add a Flat Rate Activity Category

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:

1. Go to the Activities page
2. Select Manage categories
   
   
   
   
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
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)
   
   
   
   
8. Click Save category