- 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
- 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 each affected user has both Billing Rate Visibility set to All, as well as the Billing and Accounts permission.