KCS - 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

Environment:

  • Clio web app
  • User Settings

Additional Information:

Please note making these changes will be adjusted on a go-forward basis. These changes will not impact Bills or entries retroactively. 

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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