This article may be out of date!
Visit the New Knowledge Center

Can I Share a Trust Request or Invoice with Someone who is not a Clio Contact?


  • to determine if a recipient of a Trust Request or Invoice has to be a Contact in Clio to share it.


  • Clio Manage

Additional Information:



No, to share a Trust Request or Invoice, the recipient must be a Clio Contact.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality