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I Cannot See the Bill Shared by My Attorney in Clio Connect

Issue:

  • My lawyer said I should be able to see the bill in Clio Connect, but I'm not able to see it in the Bills tab

Environment:

  • Clio Connect

Additional Information:

  • n/a

Cause:

The attorney shared the bill via email instead of Clio Connect

Resolution:

If the email notification you received about a shared bill does not have a link to view the bill, but only the attachment, then the attorney needs to share the bill via Clio Connect instead of via email.

 

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