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How Can I Tell if My Client has Received a Bill I Shared?

Objective:

  • Know if a Client received a shared Bill

Environment:

  • Clio Manage

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. 

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