KCS - How to Filter Bills by Responsible Attorney

Objective:

  • A way to select Bills in any state that belong to a specific attorney

Environment:

  • Clio Web App

Additional Information:

  • Bills must have already been generated in at least a Draft state as outlined here

Procedure:

  1. Click on Bills in the left sidebar
  2. Click on the button for the appropriate Bill State - Draft, Pending Approval, Awaiting Payment, Paid, All
  3. Click the Filter button to the right
  4. Choose the Responsible Attorney from the picklist
  5. Click Apply Filters
  6. See the search results that appear
  7. As an Option, Select All to then Print or Download Archive

 

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