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How Can I View a Bill/Document That Was Shared With Someone Else and Forwarded to Me, If I Don't Have a Clio Account?

Objective:

  • Click on View Bill in the email that was forwarded to me by another person.  Yet I don't have a Clio account.

Environment:

  • Clio Connect

Additional Information:

  • n/a

Procedure:

Either have the person with whom the bill/document was originally shared with download the bill and forward it to you or have the attorney share the bill with you.

 

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