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How Do I Create A Flat Fee Matter?

Objective:

  • How do I set up a matter as a flat fee?
  • How do I set up a flat fee matter?
  • How do I create a matter as a flat fee?

Environment:

  • Clio Manage

Additional Information:

  •  n/a

Procedure:

For New Matters:

  1. Click Create New in the top right corner
  2. Click Matter
  3. Under the Billing preferences tab at the bottom, click Flat Fee and enter the amount

For a Matter that is already created:

  1. From the Matter Dashboard, click Edit matter in the top right corner
  2. Under the Billing preferences tab, click Flat Fee and enter the amount

 

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