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Can I Set an Annual Revenue Target for My Firm?

Question:

  • Is there a way to change the Annual Revenue Target for the entire Firm?

Environment:

  • Clio Manage

Additional Information:

  • You have the ability to change your personal annual billing target by going into Settings > Profile > Personal Performance
  • The information on the personal dashboard is not firm-wide, but user-specific

Answer:

No. There is no way to set an annual revenue target for the entire firm. However, you can change your personal annual billing target by going into Settings > Profile > Personal Performance.

If you would like to add your vote to this Feature Request, please contact us either through support@clio.com, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2.

 

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