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How To Show Only Trust Amounts for Matters on a Bill within the Client Account Section


  • To remove Trust information in the Client Account section for Matters that aren't on the Bill.


  • Clio Web App

Additional Information:

For information on how to show only Trust amounts for Matters on a Bill within the Summary Account Section click here.

Any Bills using this Bill Theme will be updated automatically.


  1. Go to Settings

  2. Go to Billing then Bill Themes

  3. Click on the Bill Theme you wish to edit

  4. Pick Statement of Accounts > Client Account

  5. Checkmark the box beside Only show Trust amounts for matters on the bill


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