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How To Include Attorney Name Beside Time Entries on a Bill

Objective:

  • Show the Name of the Attorney who entered Time beside their Time Entries on a Bill

Environment:

  • Clio Manage

Additional Information:

EU Customers: "Attorney" will be labelled "Solicitor" for the steps below if you have your Locale set to UK

Procedure:

  1. Go to Settings
  2. Select Billing
  3. Choose Bill Themes
  4. Click on the image of the Theme that you wish to edit
  5. Choose Matter in the first column
  6. Choose Line Items in the second column
  7. Under Attorney Display (if showing), select Attorney Name
  8. Choose Services/Combined Orderings in the second column
  9. Drag the Attorney rectangle from Hidden to Showing in the order you prefer 
  10. Choose Expense Orderings in the second column
  11. Repeat Step 9
  12. Choose Product Orderings in the second column
  13. Repeat Step 9

 

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