Objective:
- Update Clio Connect user's billing rate
- Change the hourly rate for a contracted user
- How Do I Edit Co-Counsel's Rate
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:
- Navigate to the Co-Counsel's Contact Card
- Click Edit contact
- Change the amount in the Co-counsel Rate field
- Click Save contact
OR
- Navigate to the Matter that was shared
- Click Share
- Change the amount in the Co-Counsel Rate field
- Click outside of that field to auto-save