How to Remove the Time Keeper Section from a Bill

Objective:

  • Removing Time Keeper from Bill Themes for a Trust Request 
  • Remove Time Keeper section from all my invoices

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

 

  1. Select Settings
  2. Select Billing 
  3. Select Bill Themes 
  4. Open the Bill Theme you wish to edit
  5. In the Edit screen, select Matter
  6. Select Attorney Summary 
  7. Uncheck 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.

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