- Activity using Custom Billing Rate
- Clio Manage
- 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.
- 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