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Can Bills Shared via Clio Connect Also Include a PDF Attachment of the Bill?

Question:

  • Can Bills Shared via Clio Connect Also Include a PDF Attachment of the Bill?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No at this time, Only Bills sent using the Email option will allow for an Attached PDF copy of the Bill. If you would like to request for this feature to have a PDF attachment of a bill be included in the notification email when sent via Clio Connect, please let our Support team know. The Support team can be reached either by phone (1-888-858-2546 ext. 2) or by the Live Chat option available in Clio.

 

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