Objective:

• 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 .

Environment:

• 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.

Answer:

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