How to Change the Fee Recipient on a Flat Fee Matter

Objective:

• Choose a new Fee Recipient on a Flat Fee Matter
• Choose a new Fee Recipient on a Contingency Fee Matter

Environment:

• Clio Manage

Additional Information:

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

NOTE: This also includes Contingency cases 

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