Fall special pricing for the Clio Cloud Conference ends soon! Save your spot today.

Can I Have the Matter Description Show on the Billable Clients Page?

Objective:

  • Show Matter Descriptions in the Billable Clients view.

Environment:

  • Clio Web App

Additional Information:

Note that overriding your Matter Numbering is a permanent change. If you are unsure on the directions or require assistance, call Support at 1-888-858-2546.

Procedure:

In order to show the Matter Description on the Billable Clients page, you would have to include the Matter Description within the Matter Number. Follow the steps below to enable this in Clio account.

  1. Select Settings.
  2. Select Firm Preferences.
  3. Select Matter Numbering.
  4. Under "Customize with additional fields:", click the drop-down arrow and select Matter Description.
  5. Select Add.
  6. Select the checkbox beside "Update all existing matters to reflect new numbering scheme".
  7. Select Update Settings.
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