2017

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KCS - How to Apply a Rate to a Client

Objective:

  • Apply a Contact Rate
  • Assign a Rate to a Client

Environment:

  • Clio Web App
  • Contacts

Additional Information:

n/a

Procedure:

  1. Open the Matter 
  2. Select Edit 
  3. Scroll down to the "Contact Billing" section 
  4. Select Add A Custom Rate
  5. Enter the Rate 
  6. Select Update Person

 

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