Flat fees are fixed amounts charged to a client for a specific legal service, regardless of the time spent on the matter. Unlike hourly billing, flat fee arrangements provide cost certainty for clients. Time entries may still be recorded for internal tracking purposes, but they do not affect the total fee charged. Any adjustments beyond the agreed flat fee, such as additional work outside the original scope, must be separately addressed.
Method 01: Steps to Add Flat Fees from a Matter
Navigate to
Matterson the left and select the desired matter.Click on the
Flat Feestab and click on theAddbutton to add a new entry. Alternatively, click onAdd Flat FeeunderQuick Actions.Matter Name,Timekeeper Name, andDatewill be pre-filled. Update them if required.Fill in other details like
Amount,Activity Category(if required),UTBMS Task Code(if required).Add a
Descriptionfor a quick explanation and add aPrivate Noteif required for future reference.Add a
Discountif required.Select the
Non-billable Checkboxif you want to make the entry non-billable and select theCheckbox Display this entry on the invoiceto show the non-billable entry on the invoice.Finally, click on
Saveto complete the process,Save & Add Newto save and add another flat fee entry, andSave & Duplicateto save the entry and keep the data in another entry for quick action.
Method 02: Steps to Add Flat Fees from Activities
Click on
Activitieson the left.Click on the
Dropdownoption right next to theNew Time Entryand selectNew Flat Fee.Add the following details:
Matter Name,Timekeeper Name, andDate. Note that when you make an entry via a matter, these details will be pre-filled.Follow
Step 4 onwardsas outlined inMethod 01.
Method 03: Steps to Add Flat Fees from Any Page using Quick Action Button
Click on the
+ New buttonavailable at the top right corner.Select
New Flat Feeunder theBilling section.Follow
Step 3onwards as outlined inMethod 02.
Adding flat fees to the workflow
To add flat fees through a workflow, check out our documentation.