Objective:
- Update an Hourly Matter and change it to a Flat Rate
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:
- View the Matter
- Click the Edit button in the top right
- Scroll down to Billing Preferences
- Change Hourly to Flat Rate in the drop down menu
- Select the Fee Recipient and Amount
- Click Save Matter