How to Apply a Custom Billing Rate to a Client

Objective:

• Apply a Contact Rate
• Assign a Rate to a Client
• Add a custom billing rate to a Clio Contact

Environment:

• Clio Manage

Additional Information:

For information on editing Custom Billing rates, click here

Procedure:

1. Navigate to the Contact 
2. Select Edit contact
3. Scroll down to the Billing Preferences section 
4. Select Add a custom rate
5. Enter the Rate 
6. Select Save contact