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

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.

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