Key benefits for your firm
-
Build and Refine a Scalable Pricing System
Structure your firm’s services into defined project types with scoped tasks and value-based adjustments. Learn what works, improve consistency across the team, and evolve your pricing strategy with every new matter. -
Eliminate the Fear of Underpricing Flat Fee Work
Automatically compare recorded time in Clio Manage against your scoped AltFee pricing — matter by matter. Spot underpriced services, improve margins, and reinforce a pricing mindset where greater efficiency leads to greater profitability. -
Track and Improve Your Pricing Proposals
Move from internal reviews to approved proposals, then track whether proposals are accepted or rejected by clients. Identify trends by project type and refine your pricing over time to improve performance and profitability.
How AltFee works with Clio
-
Power up Clio with systemized flat fee pricing.
AltFee connects with Clio for an optimized, streamlined flat fee pricing system — from intake to invoice.
Start by scoping and pricing your work in AltFee using a consistent, firm-wide pricing framework that accounts for effort, complexity, and client value. With just a few clicks, push that scoped fee into Clio Manage to generate a clean, consistent entry that aligns with the agreed scope.
Once your work is underway, the integration lets you compare flat fees against actual time recorded in Clio. This enables real-time insight into margins and empowers continuous improvement on pricing — matter by matter, project by project.
-
With AltFee + Clio, firms can:
– Compare AltFee scoped & priced flat fees against recorded time on a matter
– Seamlessly generate flat fee invoices in Clio
– Track pricing proposal statuses from Draft through to Paid
– Track win rates on proposals to identify which project types are performingThe impact? A consistent, data-driven pricing system that empowers your team to price with confidence.
Helpful resources
-
Getting set up
If you need detailed instructions on connecting AltFee to Clio, you may visit this site.
-
Security and privacy policy
We are committed to protecting your privacy.
View AltFee’s privacy policy, terms of service and security policy. -
Additional support
Contact AltFee’s support at [email protected].