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How to Submit Bills for Approval to an Attorney

Objective:

  • Approve Draft Bills
  • Submit Invoices for approval

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

1. Go to Bills 

2. Select to view Draft Bills

3. Click to Filter for Responsible Attorney and click to Apply Filters

4. Click to Select All 

5. Click to Submit for Approval

6. Select the Attorney 

7. Click to Submit

 

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