Draft Notifications

If your firm has multiple users and observes a billing approval workflow, you have the option of turning on draft notifications. 

To turn on draft notifications, go to your Settings panel and click "Billing". On the Bill Settings page, scroll down to the bottom and check the box beside "Display notification during bill generation."

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With draft notifications enabled, you will be be given the option to send a notification that a bill has been generated to a user in your firm. 

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  1. Select a firm user: Select the firm user who should be notified that you are submitting bills for approval. If you do not want to send a notification, leave this field blank.
  2. Notify via: Select if the firm user should be notified by E-mail, Clio Secure Message, or both.
  3. Add note: Click the + button to add a note to the E-mail or Secure Message notification.

Click the "Generate bills" button to complete the submission. Clicking "Cancel" will cancel the notification and the Bill generation process.

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