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Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
If you are looking for support articles on our enhanced client portal, Clio for Clients, access them here.
Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

As a Co-counsel, How Do I Manage Contingency Fee Matters?

Objective:

  • Tracking receipt of funds from another firm when you are acting as co-counsel without using Clio Connect

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

n/a

Procedure:

  1. Set up an Hourly Matter
  2. Create a Custom Matter Rate of $0.00
  3. Add Time Entries as work is performed
  4. Once the Award has been settled with the other firm, Add a Time Entry with a Duration of "1" and a Rate equal to the funds that will be received.
  5. Create a Bill and Approve it.
  6. Record a Direct Payment on the Bill based on the date that you receive or deposit the funds into your bank account.

 

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