Will Clients View Payments Applied in Real Time When Shared on Clio Connect?

Objective:

  • Can Clio Connect users to see updates to Bills?
  • Do clients see bill updates on Clio Connect in Real Time?
  • When you send a Trust Request to a contact, does Clio Connect does it apply funds immediately?
  • Do clients get paid immediately, when contacts pay through Clio Connect?
  • If I Share a Bill via Clio Connect, will client views payments applied in real-time?

Environment:

  • Clio Manage
  • Clio Connect 

Additional Information:

Answer:

  • Yes, the Clio Connect user will see the Bill in real-time, and they'll be able to see any updates and payments applied to the Bill. 
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