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How to Enter a Flat Rate Charge For a Matter

Objective:

  • How to Enter a Flat Rate Charge For a Matter

Environment:

  • Clio Manage

Additional Information:

  • For info on how to create an Activity Category, click HERE

Answer:

  1. Open up the matter.
  2. Click the Activities tab within the matter.
  3. Click New Time Entry.
  4. Select your Flat Rate activity category under the Activity Category Field.
  5. Enter your amount in the Rate column.

 

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