KCS - How to Remove the TimeKeeper Section from Trust Requests

Objective:

  • Removing Time Keeper from Bill Themes for a Trust Request 

Environment:

  • Clio Web App 

Additional Information:

n/a

Procedure:

You will have to modify the Bill Theme you currently have, or create a separate Bill Theme for Trust Requests. 

  1. Select Settings
  2. Select Billing 
  3. Select Bill Themes 
  4. Open the Bill Theme applied to the Trust Request, or copy the Bill Theme and open the copied version
  5. In the Edit screen, select Matter
  6. Select Attorney Summary 
  7. Uncheck the boxes Show Attorney Summary & Show Attorney Position

 

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