How to Send a Bill via Clio for Co-Counsel / Clio Connect

Objective:

• Sending a Bill via Clio for Co-Counsel / Clio Connect
• Sending a Trust Request via Clio for Co-Counsel / Clio Connect
• Send a Trust Request using the portal
• Send Trust Request to Clio for Co-Counsel / Clio Connect
• How to send a Trust Request via Clio for Co-Counsel / Clio Connect
• Send Trust Request to a Client user Clio for Co-Counsel / Clio Connect

Environment:

• Clio Manage
• Clio for Co-Counsel
• 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 for Co-Counsel / Clio Connect
6. Click Send Bill