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How to Update Default Billing Rates

Objective:

  • Change Attorney default rate 
  • Add a custom Attorney Rate
  • How to add User rate
  • Change preset hourly rate
  • To set the default hourly rate for each license in Clio Manage

Environment:

  • Clio Manage

Additional Information:

  • Please note making these changes will be adjusted on a go-forward basis. These changes will not impact Bills or entries retroactively. 
  • Please note that only Account Administrators will be able to access the Manage Users section of Clio and make these changes.

Procedure:

  1. Click the gear icon (Settings)
  2. Click Manage Users
  3. Click Edit underneath the applicable User
  4. Fill in the desired Billing Rate
  5. Click Save New Information
  6. Repeat for all applicable Users

 

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