KCS - My Client is not listed as a Billable Client

Issue:

  • My Client/Matter is not showing up under Billable Clients in the Bills tab
  • Can't find a Client who has outstanding Expenses and Time to Bill

Environment:

  • Clio Web App

Additional Information:

n/a

Cause:

There are a few possible causes for this:

  1. The Matter is not Billable
  2. The Matter has no Activities to Bill
  3. There is no Client associated to the Matter

Resolution:

To Add a Client to a Matter:

  1. Navigate to the Matter page
  2. Click Edit
  3. Select the appropriate client from the Client drop down menu
  4. Select Save Matter

 

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