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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 Web App
  • Contacts

Additional Information:

For information on editing Custom Billing rates, click here

Procedure:

  1. Open the Contact 
  2. Select Edit 
  3. Scroll down to the "Billing Preferences" section 
  4. Select Add a Custom Rate
  5. Enter the Rate 
  6. Select Save Contact

 

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