Objective:

• Is it possible for an attorney to notify me of when a bill is approved?
• Can you set up notifications for approved Bills?

Environment:

• Clio Manage

Additional Information:

Clio integrates with Zapier, which allows you to set up automation based on "Trigger" events. Zapier allows you to set up an email notification based on a Bill State Change in Clio. Click here to learn more about the integration.

Answer:

Presently in Clio you cannot set notifications  for when a Bill moves from Pending Approval to Unpaid.  If you would like to request for this feature, please let our Support Team know. The Support team can be reached either by phone (1-888-858-2546 ext.2) or by the Live Chat option available in Clio.