Objective:
- Real-time update for Bills Shared via Email
- Real-time update for Bills Shared via Clio Connect
Environment:
- Clio Manage
Additional Information:
n/a
Answer:
- If the Bills was Shared via email, the client will not receive any updates on the changes. You will need to unshare and re-share the Bill with your client following these steps.
- If the Bill was Shared via Clio Connect, the client will see the updates, but will not receive an email indicating the update occurred.