Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
If you are looking for support articles on our enhanced client portal, Clio for Clients, access them
here.
Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.
How Can I Tell if My Client has Received a Bill I Shared?
Objective:
- Know if a Client received a shared Bill
Environment:
Additional Information:
This would apply to Bills shared via Clio Connect.
Answer:
You can view Clio Connect activity via the Firm Feed. It will indicate if a Client signs into Clio Connect and, if they view the Bill, it will show as activity that the Bill was downloaded.
