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Can I Have a Default Bill Message Template Populate for Each Client?

Objective:

  • Can I link a Bill Message Template to a Client?
  • Can I setup the Bill Message Templates to automatically populate for each Client?
  • Can I have a specific Bill Message Template auto populate for each Client?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No, not at this time. If you would like to add your vote to this Feature Request, please contact us either through email, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2. 

 

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