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How do I Change the Rate of a Flat Fee Matter

Objective:

  • Edit the amount of the Flat Fee Entry on a Matter

Environment:

  • Clio Web App

Additional Information:

You will not be able to change the rate of a Flat Fee Matter if the Time Entry has already been put onto a Bill.

Procedure:

  1. View the Matter associated with the Flat Fee
  2. Click the Activities sub-tab
  3. Find the original "Flat Fee" Time Entry
  4. Click Edit beside the entry
  5. Edit the Rate field
  6. Hit Save Entry

 

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