In Clio Manage, all users have access to all contacts. You can also specify a contact-specific (i.e., client-specific) rate for activities and billing that applies to individual firm users or groups of firm users.
Note: You cannot set contact permissions or rates in Clio Grow.
Add client rates to contacts
When creating new time entries in Clio Manage, the default rate applied to the time entries is the matter rate followed by the client rate. If you do not select a matter rate, the client rate will be applied. If neither of these rates is specified, the time entry will default to the user rate or activity description rate. You can also enter a custom rate at any time.
You can add more than one client rate to a matter. This means that whenever you or any other firm user with a specified client rate create a time entry, the rate will default to the client rate of the user who is creating the time entry, as long as there is no matter rate. The matter rate will always take precedence over the client rate.
- Search for and select a contact, or find the contact via the main Contacts tab.
- Click Edit contact.
- Scroll to the Billing preferences section and expand it.
- Under Hourly billing, click Add a custom rate.
- Select a firm user or group and enter their rate.
Note: Learn how to create a group.
- Optional: Click Add a custom rate to add rates for additional firm users or groups.
- When you have added all the rates for firm users to associate with the contact, click Save contact.