San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

Can I Remove the Financial Section from the Matter Dashboard?


  • Customize the Matter Dashboard
  • Hide the Financial section of Dashboard
  • What permissions are needed to remove the Financial Card from the Matter Dashboard


  • Clio Manage

Additional Information:

It's possible to hide some of the information within the Dashboard for certain Users if the Billing and Accounts Permissions are removed from the User's profile by an Admin User.

The User's view will only show the total hours within the Financial Section. For more information on how to edit User Permissions click here


No. It is not possible to completely remove the Financial Section from the Matter Dashboard. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality