Objective:

• Update an Hourly Matter and change it to a Flat Rate
• How do I change a Matter From Hourly Billing to Flat Fee Billing?

Environment:

• Clio Manage

Additional Information:

• If you don't see the section for Billing Preferences on the Edit Matter page, it's because you don't have your visibility set correctly. To fix this, click here.

Procedure:

1. View the Matter
2. Click the Edit button in the top right
3. Scroll down to Billing Preferences
4. Change Hourly to Flat Rate in the drop-down menu
5. Select the Fee Recipient and Amount
6. Click Save Matter