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How to Submit Bills For Approval

Objective:

  • Approve Draft Bills
  • Submit Invoices for approval
  • Pending bill approval
  • Review a draft bill

Environment:

  • Clio Manage

Additional Information:

  • Completing this procedure places your Bills into the Pending Approval column of your Billing page. This way the User that approves Bills can clearly see which Bills need to be approved.

Procedure:

  1. Go to Billing
  2. Select to view Draft Bills
  3. Click to Filter for Responsible Attorney and click to Apply Filters
  4. Click to Select All (if you would like to submit all Bills for that specified Attorney)
  5. Enter and select the Responsible Attorney from the Select firm members dropdown menu
  6. Choose whether to notify the Attorney via Secure Message or Email
  7. Add a Note, if you would like
  8. Click Submit for approval

 

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