Manage Contingency Fee Matters

When you create a new matter or edit an existing matter, you can change the billing method for the matter in the Billing preference section of the matter form. This article explains how to manage matters billed as a percentage of a settlement or award.

Create and manage contingency fee matters

If you are working on a contingency fee case, you can set the matter to track time and expense entries alongside award or settlement amounts. Once the case is complete, you can generate a bill for the award and related activities.

Create a contingency fee matter

1. Create a new matter or edit an existing matter and scroll down to Billing preference.
2. Under Billing method, choose Contingency fee.
3. Select the firm user who will earn the contingency fee and enter the percentage of the award or settlement.
4. Enable automation: If your firm uses Manage AI, you can choose to enable automated bill generation for this matter when prompted.
5. Click Save matter.

Add activities

Use the matter's Activities subtab to record time or expenses.

1. Select New time entry or New expense.
2. Complete the entry details. By default, time entries for contingency fee matters are marked as Non-billable.
3. Optional: Use AI Refinement during the billing process to clean up entry descriptions for clarity and professionalism.
4. Click Save entry.

Generate a contingency fee bill

You can generate a bill using Quick Bill, Bulk Billing, or Manage AI Billing Automation.

• Manual billing: Record the settlement or award amount in the matter's dashboard before generating a bill.
• Automated billing: If automation is enabled, Manage AI will automatically prepare a draft bill once the settlement is recorded and the matter meets your firm's billing criteria.