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 Web App

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