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:
- Locate Bill/Trust Request either in the main Bills tab or within the Matter
- Click the dropdown menu beside Edit
- Click Send
- Type the Contact you wish to share the Bill with
- Select Clio for Co-Counsel / Clio Connect
- Click Send Bill