KCS - What Notifications Can Be Sent to Firm Users for Bills?

Objective:

  • Determine what stages of billing include a notification option

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

  • When a Draft Bill has been generated (Specific Firm Users can be selected as part of the bill generation process with the option to notify them via Email, Secure message, or both; optional)
  • When a Bill has been submitted for approval (Specific Firm Users can be selected as part of the Bill generation process with the option to notify them via Email, Secure message, or both; optional)
  • When a Payment has been processed via Clio Payments (All Users with Billing and/or Administrator Permission will be notified via Email)
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