Objective:
- Viewing a Clio Connect and Shared via Email notification
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Select Settings
- Select Clio Connect & Sharing
- Ensure Shared Bill via Email in the Choose Event field
- Select Preview
Clio for Co-Counsel was formerly called Clio Connect. If you are looking for support articles on our enhanced client portal, Clio for Clients, access them here.