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If a User is Restricted from Viewing a Matter will the Bill Associated be Visible?

Objective:

  • To determine if Bills can be viewed by anyone without permission on that Matter
  • If setting permission to "me" will stop the bills being viewed 
  • If a Matter Permission is Set to "Me" will the Bills be Visible?

Environment:

  • Clio Manage
  • Bills
  • Matters

Additional Information:

The only way to remove access to Bills would be to remove Billing permission.

Changing permissions does not prevent other users from viewing billing and reports associated with that Matter.  The "Me" permission on a Matter allows certain information to be hidden such as Documents, Notes, and Matter details.

Answer:

Yes, the Bills are visible. 

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