How to Update a Co-Counsel's Billing Rate

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:

1. Navigate to the Co-Counsel's Contact Card
2. Click Edit contact
3. Change the amount in the Co-counsel Rate field
4. Click Save contact

OR 

1. Navigate to the Matter that was shared
2. Click Share
3. Change the amount in the Co-Counsel Rate field
4. Click outside of that field to auto-save