Objective:
- Adding/Removing Time Keeper from Bill Themes for a Trust Request
- Add/Remove Time Keeper section from all my invoices
Environment:
- Clio Manage
Additional Information:
- n/a
Procedure:
- Select Settings
- Select Billing
- Select Bill Themes
- Open the Bill Theme you wish to edit
- In the Edit screen, select Matter
- Select Attorney Summary
- Uncheck/check the boxes Show Attorney Summary & Show Attorney Position
You will have to modify the Bill Theme you currently have, or create a separate Bill Theme for Trust Requests.