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How To Generate a Bill for a Responsible or Originating Attorney

Question:

  • How do I generate a bill by the responsible attorney?
  • How do I generate a bill by the originating attorney?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

  • Navigate to the Billing Section.
  • Click on Filter.
  • Type in the name of the Responsible Attorney/Originating Attorney.
  • Optionally, choose any other filters such as activities date range.
  • Select the appropriate matters for which bills need to be generated.
  • Click the blue 'Generate' button to generate the bills.

 

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