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If I Update The Automated Bill Reminder Settings in Clio Manage, Will The Settings Also Change For Clients Who Have Already Had Reminders Sent?

Question:

  • If I update the Automated Bill Reminder Settings in Clio Manage, will the Settings also change For Clients who have already had Reminders sent?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Yes, it will take the current settings and filter based on that. For example, if a reminder was sent 6 days ago when the setting was 15 days, then you update the setting to be 7 days, a reminder would be sent for that client this evening.

 

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