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How to Add a Summary of Time by Attorney/Solicitor to your Bills

Objective:

  • Show TimeKeeper information on a Bill
  • Show Attorney Time on a Bill
  • Include the Attorney Summary on a Bill Theme
  • Timekeeper Subtotal on a Bill
  • Show Amount of Time each User Bills

Environment:

  • Clio Manage

Additional Information:

To edit a User's Job Title, click here

Procedure:

  1. Click Settings in the black menu
  2. Click Billing
  3. Click the Bill Themes sub-tab
  4. Click the image of the Bill Theme you want to edit.
  5. Select Matter from the list located under "Edit Bill Theme"
  6. Select Attorney/Solicitor Summary in the second column
  7. Check the box for Show Attorney Summary

 

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