- How do I generate a bill by the responsible attorney?
- How do I generate a bill by the originating attorney?
- Clio Manage
- 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.