Passes to the Clio Cloud Conference are $99. Invest in your firm's success today.

Can I Auto-populate the Practice Area on My Bills?

Objective:

  • How do I put my Practice Area on my Bills automatically?

Environment:

  • Clio Manage

 

Answer:

No, this functionality is currently not available. You are able to manually add this information to each invoice by including this information in a Footer Note. 

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