- 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 the affected user has both Billing Rate Visibility set to All and Billing Permissions.