Virtual meetup: How to Win and Retain Clients by Automating Communication. Register now.

Is It Possible To Disable UTBMS Codes for Certain Clients?

Objective:

  • Have the ability to only set UTBMS codes for select clients
  • Only have LEDES billing for certain clients

Environment:

  • Clio Manage

Additional Information:

  • UTBMS is globally on or off for the entire account

Answer:

No. There is no way to only have UTBMS codes for select clients. Either UTBMS is enabled or disabled for the entire account.

 

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