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

Objective:

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

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

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
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