This article may be out of date!
Visit the New Knowledge Center

If I Add a Custom Client or Matter Rate for a User and Also for a Group that they are in, which Rate will they Use?

Objective:

  • Understanding Rate Hierarchy
  • Custom User Billing Rate versus Custom Group Rate

Environment:

  • Clio Manage

Additional Information:

Example of Clio's Rate Hierarchy

Answer:

The Custom User Rate will override the Custom Group Rate

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality