Can I Assign a Rate at the Matter Level to a Certain Type of Timekeeper?

Objective:

• Create a Custom Rate for Partners, Associates, etc.
• Set a Rate for a Group of Users instead of individually

Environment:

• Clio Manage

Additional Information:

• Groups: Managing Groups of Users
• Client and Matter Based Rates

Answer:

Yes, you can create Groups of Users based on their timekeeper designation and assign a Matter Custom rate to the entire Group.