How to Change the Fee Recipient on a Flat Fee Matter

Objective:

• Choose a new Fee Recipient on a Flat Fee Matter

Environment:

• Clio Web App

Additional Information:

An Invoice must not be generated in order for this to be edited. 

Procedure:

1. Navigate to the Matter
2. Click Edit
3. Scroll to the Billing Preferences dropdown
4. Choose a new Fee Recipient 
5. Click Save Matter