San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

How do I Add the Matter Description to my Bills

Objective:

  • Show the Matter Description on my Bill Themes

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Navigate to Settings
  2. Click Billing
  3. Click Bill Themes on the upper left
  4. Click on the Bill Theme you would like to modify
  5. Click Matter in the first column
  6. Click Heading in the second column
  7. Check Show Matter Description in third column

 

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