- Set up a Matter's billing for mediation
- Recording payments on Bills for mediation
- Clio Manage
- Create the Matter as you normally would
- Use the Create New button at the top right of the page
- Go to Matters on the left side and click on New Matter at the top right.
- Once the Matter is created, record the payments from the separate parties in the Transactions tab of the Matter
- Generate a Bill for the Matter using Quick Bill or the Billing tab on the left.
- Record the payments on the Bill and set the payment source to the respective bank account.