KCS - When I Update a Shared Bill, Does the Client Receive Updates?

Objective:

  • Real-time update for Bills Shared via Email 
  • Real-time update for Bills Shared via Clio Connect 

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

  • If the Bills was Shared via email, the client will not receive any updates on the changes. 
  • If the Bill was Shared via Clio Connect, the client will see the updates, but will not receive an email indicating the update occurred. 
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