KCS - Change an Hourly Matter to a Flat Rate Matter

Objective:

  • Update an Hourly Matter and change it to a Flat Rate

Environment:

  • Clio Web App

Additional Information:

If you don't see the section for Billing Prefrences on the Edit 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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