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How to Add the Rate for Co-counsel

Objective:

  • How to add the rate for co-counsel?

Environment:

  • Clio Manage

Additional Information:

  • The co-counsel will not be able to see the Billing Rate the firm sets up for them in Clio Connect. 

Procedure:

  1. Follow the steps here to share a Matter with Co-counsel
  2. Once the Co-counsel is set up to view the Matter check Use co-counsel rate
  3. Enter co-counsel rate in the empty field cocounsel_rate.png_2021-07-27_17-44-41.png

 

 

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