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How to Share a Bill via Clio Connect

Objective:

  • Sharing a Bill via Clio Connect
  • Sharing a Trust Request via Clio Connect
  • Share a Trust Request using the portal
  • Share Trust Request to Clio Connect
  • How to share a Trust Request via Clio Connect
  • Share 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 Share
  4. Type the Contact you wish to share the Bill with
  5. Select Clio Connect
  6. Click Share Bill

 

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