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Incorrect Co-Counsel Rate Showing in Time Entries of a Matter

Issue:

  • Wrong co-counsel rate populating in activities
  • Co-counsel billing rate
  • The incorrect billing rate applied to Time Entries

Environment:

  • Clio Manage

Additional Information:

n/a

Cause:

Client Rate replaces the Co-Counsel Rate. Solution: remove client rate.

Resolution:

  1. Open the Contact of the Matter 
  2. Click Edit contact at the top right
  3. Scroll down to Billing preferences
  4. Under Hourly billing, click on the Remove link beside the hourly rate
  5. Click Save Matter

 

 

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