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Can I add a Responsible Attorney's Name to a Bill?

Objective:

  • Include the initials of the Matter's Responsible Attorney in the Bill Theme

Environment:

  • Clio Manage

Additional Information:

At this time, the Responsible Attorney would only be reflected on the Matter Dashboard. However, as a workaround, you can follow the below steps:  

    1. Create a separate Bill Theme for each user and rename it to ensure that it is easily visible i.e 'Bill Theme - John Doe' (You will be able to duplicate the original Bill Theme in order to do this).
    2. Under each Bill Theme, locate the 'Footer' section and specify the Responsible Attorney: i.e 'Responsible Attorney: John Doe'. 
    3. When you go to generate your Bills from the New Bills tab, you can filter by Date Range and Responsible Attorney. When you select the Generate button, you will be given the option to specify the Bill Theme you would like to use. 

Answer:

Not at this time.

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