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Show Time Keeper Name Instead Of Initials On A Bill Theme

Objective:

  • ... How to display a Time Keeper's full name instead of initials on a Bill Theme

Environment:

  • ...Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Select Settings from the bottom of the left hand task bar
  2. Select Billing
  3. Select Bill Themes sub-tab
  4. Select the Bill Theme to change
  5. Select Matter on the left
  6. Select Line Items in the 2nd column
  7. Check the Radio Button for Attorney Name

 

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