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Can My Client See the Contacts I CC'd on Their Bill?

Objective:

  • To determine if I can see the list of cc'd people/bill recipients after I share a Bill
  • Will my Clients see who I have cc'd their Bill to?

Environment:

  • Clio Manage 

Additional Information:

  • As a work around, you can include all Contacts names in the Bill Message Template when sharing the Bill
  • Bill Message Templates

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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