How to Apply a Custom Billing Rate to a Client


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


  • Clio Manage

Additional Information:

For information on editing Custom Billing rates, click here


  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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