- Determine if a Matter can have it's own specific Bill Theme
- Clio Web App
- For steps on how to Bulk Apply a specific Bill Theme to Matter bills using Custom Fields, click here.
- For steps on how to assign a bill theme to an existing bill, click here.
While a Bill Theme cannot be applied at the Client or Matter level at this time, it is possible to filter Billable Clients based on a Matter Custom field and then assign a Bill Theme when generating Bills (New Clio only), so that all Matters with the same Custom Field value have the same Bill Theme applied.