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Is There a Report That Shows When I Shared Items With Clients?

Objective:

  • To determine if there is a report that I can submit to the courts to prove that I have shared a Document or Bill with the Client

Environment:

  • Clio Manage

Additional Information:

Answer:

No,not at this time. This is currently a Feature Request in Clio. If you would like to see this functionality, please submit your request to support@clio.com. 

 

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