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Working with Bills in Clio for Co-Counsel / Clio Connect

Clio allows for an attorney to share bills to their clients using Clio for Co-Counsel / Clio Connect

Dashboard

When first logging in to Clio for Co-Counsel / Clio Connect, you will see all pertinent shared information on the Dashboard.

Viewing a Bill

You can review your bills at any time in Clio by clicking on the Bills tab.  To view full bill details either click on the bill status or the bill ID number.

To see previous bills click on Billing History.

Downloading a Bill

To download your bill in .pdf format click the "Download PDF" button on the bill detail screen (see Viewing a Bill, above).

Paying a Bill

A Clio account can set up Clio for Co-Counsel / Clio Connect to accept electronic payment for bills.  
On the invoice detail screen, click the "PAY BILL" button at the top right.  

In the "Make a Payment" window, you can add your credit card information and address (must contain a valid State).  You can then modify the amount in the "Payment Amount" field to make a partial payment if desired.  

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