KCS - How to Apply a 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

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 

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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