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How to Change "Make Payable" on Statement on Bill From Firm Name to Attorney Name

Objective:

  • Change "make payable to" from firm name to attorney name

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

  1. Click on Settings 
  2.  Click Billing 
  3.  Select the tab for Bill Themes 
  4. Click the image of the Bill Theme you want to edit 
  5. Select Footer in the first column 
  6. Select Show Payable Statement
  7. Under Payable Statement, change {{firm_name}} to {{attorney_name}}
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