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How to Update a Clio Connect User's Billing Rate

Objective:

  • Update Co-Counsel's billing rate
  • Change the hourly rate for a contracted user

Environment:

  • Clio Manage

Additional Information:

  • If you have shared multiple Matters with this Clio Connect user, changing their rate will update their billing rate for all their shared Matters. 
  • You can only update this information after you have successfully shared a matter with this user so they are listed as a Co-counsel in Clio

Procedure:

  1. Navigate to the Co-Counsel's Contact Card
  2. Click Edit
  3. Change the amount in the Co-counsel Rate field
  4. Click Update Person

OR 

  1. Navigate to the Matter that was shared
  2. Click Share
  3. Change the amount in the Co-Counsel Rate field
  4. Click outside of that field to auto-save
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