KCS - Can I Assign a Bill Theme to a Matter?

Objective:

  • To determine if a Matter can be assigned a specific Bill Theme

Environment:

  • Clio Web App

Additional Information:

How to Assign a Bill Theme to Matters Using Custom Fields

Answer:

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. 

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