The 2020 Legal Trends Report is now available. Get the latest insights here.

How to Add a Flat Rate Activity Category


  • 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


  • Clio Manage

Additional Information:



  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
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality