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