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How to Change Target Billing Hours

Objective:

  • Update Target Billing hours 

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

There are two ways to change the Target Billing hours. They both bring you to the same place

Procedure 1:

  1. Go to the Dashboard
  2. Click the Gear icon on the bottom left of the Billable Hours Target

Procedure 2:

  1. Go to Settings on the black bar to the left of the screen 
  2. Click on Profile
  3. Select Personal Performance

* Update to these changes on the Dashboard Detailed Annual Report Graph will occur once an Hour: The Personal Performance Metrics (including the Actual portions of the Performance Metrics and the Detailed Annual Report) update once an hour based on when the user logs in.

 

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