2017

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KCS - How do I change Contact Billing Rate?

Objective:

  • How to set a custom billing rate for a specific Contact?

Environment:

  • Clio Web App
  • Contacts
  • Billing

Additional Information:

Specific rates can be set for a Contact

Procedure:

  1. Go to the Contact 
  2. Click Edit
  3. Scroll down to the very bottom, under the header Billing Rate
  4. You can now change any custom rate that was added before, or Add a custom rate
  5. Choose the User you would like to set the rate for, add in the rate.
  6. You can choose to Add a custom rate for more rates for different users 
  7. Once finished, click Update Person

 

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