Flat fees are fixed sums you charge a client regardless of the amount of time billed for a matter, such as a patent search or application. In this type of fee billing, time entries are deducted from the flat fee total; sums over or below the flat rate are written off.
Adding Flat Fees from a matter's Quick Actions panel
To add flat fees from a matter:
Navigate to Matters, then open a matter
Navigate to the Quick Actions panel, then tap Add flat fee.
Enter the flat fee or UTBMS code, then tap Save.
Adding flat fees under Activities
To add flat fees under Activities:
Go to Activities, then tap Add a flat fee.
Choose the matter name, then enter the flat fee.
Input a UTBMS code, then tap Save.
Adding flat fees from the + icon on the main Dashboard
To add flat fees click the + icon:
Tap the pinkish + button, then click Add Flat Fee from the dropdown options.
Choose the matter name, then enter the flat fee.
Input a UTBMS code, then tap Save.
Adding flat fees to the workflow
To add flat fees through a workflow, check out our documentation.