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):
- Navigate to the Matter
- Select the green Clio Connect button
- Change the amount within the Rate field
- Select Update Rate
Procedure (New Clio):
- Navigate to the Co-Counsel's Contact Card
- Click Edit
- Change the amount in the Co-counsel Rate field
- Click Update Person