Can Flat Fee Matters Default to Billable Instead of Non-Billable?

Objective:

  • Flat Fee Matter Time Entries defaulting to non-billable
  • Set Flat Fee Matter Time Entries to default billable
  • Flat Fee Matter billable Time Entries

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Yes, you can adjust your settings to allow for this:

  1. Navigate to Settings on the left navigation bar
  2. Select Billing in the third column under Clio Settings
  3. Scroll down to Non-billable time
  4. Uncheck the box titled Set hourly time entries on flat rate and contingency matters to non-billable by default
  5. Click Save Bill Settings
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