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Issue: Matter Budget Notifications Only Sent to User Who Set Up Matter Budget


  • <Leave for TE>


  • Clio Manage
  • New Clio Experience

Additional Information:



Not yet diagnosed


Enter the Notification recipients in the previous version of Clio:

  1. Click on the New Clio toggle at the top-right
  2. Locate the relevant Matter
  3. Click on Edit
  4. Enter the appropriate users in the Select Recipients field
  5. Click Update Matter
  6. Click on the New Clio toggle at the top-right
  7. Proceed with entering Time and Expenses for the Matter as usual
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