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Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
If you are looking for support articles on our enhanced client portal, Clio for Clients, access them here.
Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

How to Prevent Clio Connect Users from Downloading Shared Bills

Objective:

  • Disable Bill Preview so Clio Connect users cannot download a PDF copy of the Bill and can only see the Bill details directly in Clio Connect

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

If a Clio Connect user is unable to Download or Preview a Bill, users should check to see whether Bill Preview is enabled.

Procedure:

  1. Go to Settings
  2. Click Clio Connect & Sharing
  3. Select Clio Connect Bill Settings
  4. Uncheck the Box beside Enable Bill Preview
  5. Click Save Clio Connect Bill Settings

 

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