KCS - How to Share a Bill via Clio Connect

Objective:

  • Sharing a Bill via Clio Connect
  • Sharing a Trust Request via Clio Connect

Environment:

  • Clio Web App
  • Clio Connect

Additional Information:

You can add an additional message by clicking Add Message. 

Procedure:

  1. Locate Bill 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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