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KCS - Is There a Field Where Each User Can Add Their Bar Number?

Objective:

  • Include Merge Field for User's Bar Association Number 
  • Attorney Bar No. for Document Automation Template

Environment:

  • Clio Web App

Additional Information:

Answer:

At this time there is no field for Bar Number, however, if you do not both issue LEDES Bills and show the Attorney Position on Bills, you can input the number in the Job Title field:

  1. Go to Settings
  2. Select Groups, Permissions, and Job Titles
  3. Select Job Titles
  4. Click Add
    • If you issue LEDES Bills, enter your Bar Number in the Title field (leaving the Timekeeper Classification Code in the Initials field)
    • If you show the Attorney Position on Bills, enter your Bar Number in the Initials field (leaving the Title intact)
  5. Click Save
  6. Click Edit for the new/updated Title
  7. In the User ids field, select your user
  8. Click Update Job Title
  9. Repeat steps 4-8 for the other users in your account
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