KCS - How to Add a Summary of Time by Attorney to your Bills

Objective:

  • Show TimeKeeper information on a Bill
  • Show Attorney Time on a Bill
  • Include the Attorney Summary on a Bill Theme

Environment:

  • Clio Web App

Additional Information:

To edit a User's Job Title, click here

Procedure:

  1. Click the gear icon to access the Settings
  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 Summary in the second column
  7. Check the box for Show Attorney Summary

 

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