2017

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KCS - How To Remove the Attorney Position on Bills

Objective:

  • Hide Solicitor Positions
  • Stop showing Job Titles on Bill Themes

Environment:

  • Clio Web App

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:

  1. Go to Settings
  2. Select Billing
  3. Choose Bill Themes
  4. Click on the Theme that you wish to edit
  5. From the menu at the top-left, choose MatterAttorney Summary > uncheck Show Attorney Position 
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