KCS - How to Apply a Custom Rate to a Matter

Objective:

  • How to set a specific Rate on a Matter 
  • This case has a reduced fee compared to my other cases 
  • Add a custom rate for a Matter
  • How to change Matter Custom Rate
  • Update Matter Rate

Environment:

  • Clio Web App 

Additional Information:

If Billing Preference is not one of the options, it may be due to billing visibility being set to none. For information on how to change the billing visibility, please see here 

If you are updating a Custom Rate on a Matter please note it will not automatically retroactively change the rate on existing Time Entries. You can, however, use these steps to bulk edit the rate on the existing Time Entries to reflect the new Matter Rate

Procedure:

  1. Open the Matter 
  2. Select Edit 
  3. Click Billing preferences
  4. Click Add a custom rate 
  5. Choose the User or Group on the left dropdown
  6. Enter the appropriate Rate
  7. Click Save matter

 

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