Scoping a Matter in AltFee Before the Client Exists in Clio

Step-by-Step Instructions

Step 1 – Create the prospect as a client in AltFee

1. In AltFee, open the Clients tab on the left-hand menu.

2. Click Create New Client.

3. Enter the prospect’s details (e.g., Claudine).

4. Save the new client.
• The client will be marked as AltFee-generated to indicate they don’t yet exist in Clio.

Step 2 – Create a matter for the prospect

1. From the client record, click Create New Matter.

2. Name the matter (e.g., Uncontested Divorce for Claudine).

3. Open the matter and pull in the relevant guideline to begin scoping.

Step 3 – Scope and price the matter in AltFee

1. Work through the scoping questions based on the selected guideline.

2. Apply modifiers for any value-based considerations (urgency, complexity, etc.).

3. Finalize the Description of Services the client will see.

4. Continue until you’re confident in the scope and fee.

Step 4 – Move the matter through the proposal process

1. Once scoping is complete, move the matter into the Proposed state.

2. Share your proposal or engagement letter using your firm’s standard workflow.

3. When the prospect agrees to proceed, mark the matter as Accepted in AltFee.

Step 5 – Convert the prospect into a client in Clio

1. In Clio Manage, create a new contact for the prospect (now a client).

2. Then create the new Clio matter associated with that contact.
• This ensures Clio has a correct client + matter record before syncing.

Step 6 – Update the AltFee matter to connect it to the new Clio client

1. Return to the matter in AltFee.

2. Open the Actions dropdown (top-right) and select Edit Matter Details.

3. Replace the original AltFee-only client with the newly created Clio contact.

4. Save your changes.

Step 7 – Link the AltFee matter to the Clio matter

1. After updating the client to the Clio version, AltFee will display available Clio matters for that client.

2. Select the corresponding Clio matter to fully sync the two systems.

3. From this point forward, the matter behaves just like any other fully linked AltFee ↔ Clio workflow:
• Time entries flow in from Clio
• Invoice status updates sync back to AltFee
• You can track performance, realization, and matter progression