How do I Create a Time Entry Using a Group Billing Rate?

March 11, 2019 22:13

Objective:

Activity using Custom Billing Rate

Environment:

Clio Web App

Additional Information:

To create a Group, see here.
To apply a Group Custom Rate to a Matter, see here.
To apply a Group Custom Rate to a Contact, see here.
For more details on adding Time Entries, see here.

Procedure:

Create a Custom Rate for the Group using the above instructions.
Click on Create New at the top-right
Select Time entry
Select the Matter
As the Firm User, select one of the members of the Group. This will fill out the Hourly Rate as the Group Custom Rate
Input any other relevant information
Click Save entry