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Why Can't I see my Custom Billing Rate Under the Matter Dashboard?

Objective:

  • Why is the Matter Dashboard not showing the rate
  • Where is the Custom Rate in the Matter Dashboard

Environment:

  • Clio Manage

Additional Information:

  • For instructions on how to change User Permissions click here
  • For instructions on how to change Billing Rate Visibility click here

Answer:

You currently don't have permissions to Billing or your Billing Rate Visibility is set to None or Limited. You would have to change your Billing Rate Visibility to All to see the Matter Custom Rate under the Matter Dashboard.

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