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How Can I Share a Bill or Trust Request with More Than 1 Person?

Objective:

  • To determine the process of sharing a Bill with more than one contact
  • Share Bills with multiple people

Environment:

  • Clio Manage 

Additional Information:

  • To share any resource in Clio, the person or company must be a Contact in your Clio account
  • Bill Recipients will allow you to include a Contact every time you click to send a Bill

Procedure:

  1. Click the "Send" button on the top right of the Bill or Trust Request you would like to share
  2. The pop up window will already include the Client, click the X to remove if needed
  3. Start typing the additional persons name in the Contacts field
  4. You can add as many Contacts as needed

 

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