KCS - How to Share a Single Bill with Multiple People

Objective:

  • Send a Bill to multiple contacts

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

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

 

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