Are you a legal professional who needs help with your CARES Act government stimulus application? We’re here to help.

How to Send a Bill via Clio Connect

Objective:

  • Sending a Bill via Clio Connect
  • Sending a Trust Request via Clio Connect
  • Send a Trust Request using the portal
  • Send Trust Request to Clio Connect
  • How to send a Trust Request via Clio Connect
  • Send Trust Request to a Client user Clio Connect

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

  • You can add an additional message by clicking Add a message. 

Procedure:

  1. Locate Bill/Trust Request either in the main Bills tab or within the Matter
  2. Click the dropdown menu beside Edit
  3. Click Send
  4. Type the Contact you wish to share the Bill with
  5. Select Clio Connect
  6. Click Send Bill

 

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