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

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:

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

 

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