KCS - When I Approve a Bill is it Automatically Shared with my Client?

Objective:

  • Are my Bills Automatically Emailed to my Clients Once I Approve Them?
  • If I Approve a Bill Does it get sent to my Client?

Environment:

  • Clio Web App

Additional Information:

For steps on how to share a Bill, click here.

Answer:

No. Clio will not automatically share Bills on your behalf. 

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