Manage Flat Rate Matters

Flat-rate matters allow you to charge a fixed fee for services, regardless of the time spent. This article explains how to create flat-rate matters and automate your flat-rate billing with Manage AI.

Create a flat rate matter

You can set a matter to a flat rate during the initial creation process or by editing the billing preference of an existing matter.

1. In Clio Manage, go to Matters and click Edit. You can also search for the matter in the search bar and click Edit matter in the matter’s dashboard. To learn more about editing matter see: Edit and Duplicate Matters. 
2. Scroll to the Billing preference section of the matter form.
3. Under Billing method, select Flat rate.
4. Optional: When prompted, select Yes to enable Manage AI's automated bill generation for this matter. Learn more here.
5. Enter the fee amount and select the Fee recipient.
6. Click Save matter.

Refine flat rate activities

While flat rate matters use fixed fees, you can still track hourly work for internal reporting. With Manage AI, you can ensure these descriptions are professional. For more information, see: What is Manage AI and How to Access it.

• AI Refinement: During the bulk billing process, select the option to refine entry descriptions to clarify work performed for your clients.