- 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
- Clio Manage
- 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.
- Click the gear icon (Settings)
- Click Manage Users
- Click Edit underneath the applicable User
- Fill in the desired Billing Rate
- Click Save New Information
- Repeat for all applicable Users