How to Set a Billing Target

Objective:

• To create performance metrics to better track personal goals

Environment:

• Clio Manage

Additional Information:

This will not affect your billing/payments—it is only for display purposes on the Personal Dashboard.

Procedure:

From Settings:

1. Go to Settings
2. Select Profile
   
3. Select Personal Performance
4. Enter your Rate, Target, Working Days, and Year End
5. Click Save Practice Information

From Dashboard:

1. Click on Dashboard in the black sidebar on the left of the screen
2. In the Billable Hours Target box, click the gear icon
3. Enter your Rate, Target, Working Days, and Year End
4. Click Save Practice Information