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How to Change the Attorney Column Heading to Read Timekeeper on my Bill?

Objective:

  • How do I change the Attorney Column Header to say something else?
  • How do I change Attorney to read Paralegal on my Bills? 
  • How to change the localization for Attorney?
  • How to change the word Attorney on the Bill Theme?

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to Settings 
  2. Click Billing
  3. Click Bill Themes
  4. Select the Bill Theme you wish to Edit. 
  5. Select Localizations > Matter  edit the Attorney Initials Heading field
  6. Click on Save

 

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