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Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
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Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

Can Clio Connect Co-Counsels Have Multiple Rates for Different Matters?

May 19, 2021 20:30

Objective:

Co-Counsel Billing Rates
Clio Connect Time Entries

Environment:

Clio Manage
Clio Connect

Additional Information:

For instructions on how to edit the Billing Rate of a Co-Counsel click here.
For instructions on how to create Activity Categories click here.

Answer:

No. Clio Connect Co-Counsels can only be assigned one Billing Rate across all Matters that are shared with them. It is possible to create Activity Categories with different rates and set it as 'Visible to Co-Counsel'. When the Co-Counsel is entering Time Entries they're able to select this Activity Category to adjust the rate accordingly.

Note that this does not carry the rate over to the Co-Counsel as they will still be billing at their default rate. However, this does make it easier to filter the Time Entries and edit the rate in bulk for the specific Activity Category. To learn more about filtering Time Entries by Activity Categories, visit here.