KCS - How Do I Charge a Flat Fee For a Matter on a Monthly Basis and Record Extra Hours Worked?

Objective:

  • Monthly Flat Fee Matter
  • Record extra hours
  • Record Time

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

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: 

 

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