2017

Download for FREE

KCS - How to Update a Clio Connect User's Billing Rate

Objective:

  • Update Co-Counsel rate

  • Change the hourly rate for a contracted user

Environment:

  • Clio Web App

  • Matters > Clio Connect

Additional Information:

If you have shared multiple Matters with this Clio Connect user this will update their rate that was set for the other Matters as well.

Procedure (Previous Clio):

  1. Navigate to the Matter
  2. Select the green Clio Connect button
  3. Change the amount within the Rate field
  4. Select Update Rate

Procedure (New Clio):

  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
Was this article helpful?
Have more questions? Submit a request