The 2020 Legal Trends Report is now available. Get the latest insights here.

Can I Specify what Matter Information Appears on the Statements of Account?


  • Remove Responsible Attorney from Statements of Account while including other Matter information
  • Remove Billing Type from Statements of Account


  • Clio Web App

Additional Information:



Not at this time. When generating the Statements of Account, if you check the box for 'Include matter information' it will include all of the following information:

  • Matter Number
  • Billing Method
  • Responsible Attorney
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