This article may be out of date!
Visit the New Knowledge Center

How Can I Have My Firm Members View the Matter Dashboard Financials?


  • I want users in my Firm to view the Financial section of the Matter Dashboard
  • Why can't I see outstanding balance, matter trust funds, or fee earned on the matter page?
  • Why can't I update an award on a contingency fee matter?
  • I want to restrict who sees matter financial information .


  • Clio Manage

Additional Information:

  • For information on updating User Permissions, please refer to this article
  • For information on updating Billing Rate Visibility, please refer to this article.


Ensure that the affected user has both Billing Rate Visibility set to All and Accounts and Billing Permissions.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality