When creating new Time Entries in Clio, by default the Rate that is applied will adhere to the selected Client or Matter rate. You are able to determine firm-wide and attorney specific rates for your Clients and Matters in Clio. If a rate is not selected, Clio will instead use your User Default Rate or any Activity Description rate that you apply.
Contents
Matter Based Rate
Enter Time under a Matter
Enter Time under Activities
Client Based Rate
If you have a Matter that you want to associate a specific rate with, then follow these steps:
1. Open the Matter and click Edit matter:
2. At the bottom of the page you will see the "Billing Preferences" drop down. Choose "Hourly" and click on "Add a custom rate":
3. You now have a choice. Do you want to assign a rate to a user in your firm (listed under "Firm Users") or a firm-wide rate "Everyone" or a Group. A Group is set up by an Administrator in your firm. If you choose Group then everyone in that Group will default to the specified rate.
Let's choose to enter in a rate for Don Draper and then click on "Add Another Rate" to add a second rate for Pete Campbell:
4. Then click on "Save Matter" at the bottom of the screen. When you save this information you can see the custom matter rates noted:
Entering Time from Matter Card, in "Activities" sub-tab
Now if Don enters in a time entry for this matter, the custom matter rate will automatically pop in:
Entering Time from Activities Tab
If I go to the Activities tab in Clio and click on "Add Time" to create a new time entry, you will see your User Default Rate in the Rate field:
As soon as you link the Matter in the Matter field, you will see the Matter rate we previously created pop into the Rate field:
Follow the same steps as above to set up a Client rate by going to the client contact card and clicking on Edit:
You will see the area to add in your Client rate:
