1. Click the ‘+ New’ sign (top left corner)
2. Click ‘Flat fee’
3. Assign the flat fee to a contact and a matter and complete the rest of the fields.
4: Save the flat fee by clicking 'Create Flat Fee'
Or, you may also add a flat fee by choosing either the ‘Contacts’ or ‘Matters’ page on the left side, choose the applicable contact or matter, then click the tab labeled ‘Flat fees’ and clicking on the ‘+’ sign.
The Contact and Matter fields will auto-populate, leaving the remaining fields for you to input. Click 'Create Flat Fee' once the form is complete