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How to Send a Single Bill with Multiple People

Objective:

  • Send a Bill to multiple contacts
  • Send Bill
  • CC another person on a Bill
  • Send Bill through Email
  • Send Bill through Clio Connect

Environment:

  • Clio Manage

Additional Information:

For further information, please see the following: 

Procedure:

  1. View the Bill you want to share
  2. Click Send
  3. Type in the name of each Contact you want to send the Bill to
  4. Select a Notification Method
  5. Click Send Bill

 

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