Question:

• Monthly Flat Fee Matter
• Record extra hours
• Record Time on flat rate case

Environment:

• Clio Manage

Additional Information:

• n/a

Answer:

In order to charge a flat fee for a Matter on a monthly basis, you can add Time Entries that use a "Flat Rate" Activity category. Here are the full steps for this process: How to Create a Flat Rate Entry in a Matter

In relation to adding recording extra hours that will be billed on an hourly basis, there are a few things to consider: 

• If you set the "Billing preferences" in the Matter to Hourly, you can include a combination of both the flat fee entries mentioned above, and entries charged hourly: Designating How Time is Billed on a Matter - Hourly, Flat Fee, or Contingency
• With the Matter set to Hourly, you can use a Custom Rate to track some entries at a $0.00 Rate, and then edit the Matter Rate to charge for others after that threshold has been met (or if you will be charging a flat fee for the first four months and billing hourly after that): How to Apply a Custom Rate to a Matter
• If you set the "Billing preferences" in the Matter to Flat Rate, a single flat fee entry will be created, and hourly Time Entries will default to a rate of $0.00 (this will be locked in after you bill the flat fee, and cannot be changed)
• If you will be primarily recording time at a rate of $0.00 and will be charging hourly once a certain threshold has been exceeded each month, I'd recommend this workflow: How do I Handle a Matter With a Flat Fee for a Set Number of Hours each Month, Billed Hourly Once the Hours Have Been Exceeded?