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Is There a Billing Type for Half Contingency and Half Hourly?

Question:

  • Is There a Billing Type for Half Contingency and Half Hourly?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Not at this time, If you would like to request for this feature, please let our Support team know. The Support team can be reached either by phone (1-888-858-2546 ext. 2) or by the Live Chat option available in Clio.

However, users can add another Time Entry to record the Contingency Fee using this workflow:

 

Part 1(Optional): Activity Category

  1. Create an Activity Category (steps here) called "Contingency" with a flat rate

Part 2:

  1. Go to the applicable Matter
  2. Click on the Activities tab
  3. Click New time entry
  4. (Optional) Choose the Contingency Activity Category
  5. If using an Hourly billing method, add a Duration of 1 (if not, skip to step 6)
  6. Enter the fee amount in the Rate Field
  7. Uncheck the Non-billable box (to ensure this entry can be included in a Bill)
  8. Click Save entry

 

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