Can I Set Billable Hours Targets for Other Users?

Objective:

  • Set Billable Targets for others
  • Practice/Firm Metrics
  • Personal Dashboard
  • Matter Dashboard
  • Billing Information

Environment:

  • Clio Manage

Additional Information:

Answer:

Yes, if you are an administrator you can view and set Performance Metrics for other users on the account by following these steps:

  1. Go to Settings 
  2. Under the "System" column click on "Manage Users"
  3. Click on "Edit" for a user listed in the table
  4. Click "Personal Performance" to view and adjust their settings
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