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How Can I Tell Which Email a Bill Was Previously Sent to in Clio Manage?

Question:

  • Once a contact's primary email address has been updated, is there a way to tell which email bills were previously being sent to?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

This information will be visible to you on printing the communication. For this, please:

  • Click into the Communications section of Clio, or the Matter's Communication sub-tab.
  • Navigate to the communication that was sent along with the bill
  • Click on the drop-down beside 'Edit'
  • Click 'Print' 

This will open a PDF document with details on which email the communication was sent from, which email it was sent to, and the date. 

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