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

How Do I Add a Bill Recipient?

Objective:

  • To determine how to set a Bill Recipient on a Matter
  • How to automatically share the Bill with someone other than the Client

Environment:

  • Clio Manage 

Additional Information:

Procedure:

  1. Add your Bill Recipient as a Contact in Clio
  2. Open the Matter you want to share the Bills of and click edit
  3. Scroll to the bottom
  4. Click Related contacts
  5. Click Add related contact 
    1. Enter in a Relationship (optional)
  6. Under Contact, type in the Bill Recipients' Contact name in and select it from the drop down menu
  7. Check the Bill Recipient box to the right
  8. Click Save matter 

 

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