Objective:
- Hide Solicitor Positions
- Stop showing Job Titles on Bill Themes
Environment:
- Clio Manage
Additional Information:
The Theme should save automatically. If it has not saved, you will see a green Save button at the top-right (click there).
Procedure:
- Go to Settings
- Select Billing
- Choose Bill Themes
- Click on the Theme that you wish to edit
- From the menu at the top-left, choose Matter > Attorney Summary > uncheck Show Attorney Position