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How to Change an Hourly Matter to a Flat Rate Matter

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

 

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