Introducing The Law Community, the online community just for Clio customers. Sign up now.

What will the client see if the Secure PDF Bill link is expired?

Objective:

  • Downloading Bills
  • Exporting Invoices 

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

If it has been more than 90 days, When the client receives the email link, the link to view the bill will no longer be available and instead the link will direct them to reach out to the firm to get a new secure link.

 

 

5.png

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality