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How to See a User's Average Hourly Rate

Objective:

  • My users bill at different rates for different matters and different activities. How can I see the average rate that they billed at over a specific time period?
  • How do I find a user's effective billing rate?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Navigate to Activities
  2. Filter the list view by Activity type, Date, Firm user, and Invoice status as desired
  3. Scroll down to the bottom of the list and divide the total Amount ($) by total Hours to find the Firm user's average billing rate

 

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