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Clio for Co-Counsel was formerly called Clio Connect. If you are looking for support articles on our enhanced client portal, Clio for Clients, access them here.

How to Show or Hide Total Outstanding Balance on the Bill Share Email via Clio Connect

Objective:

  • How to show the total amount due in the bill share email via Clio Connect
  • How to hide the total amount due in the bill share email via Clio Connect

Environment:

  • Clio Manage

Additional Information:

  • This option is only possible through Clio Connect, and is currently not possible for Legacy Clio accounts, or when sharing a Bill Via Email.
  • As a workaround, you can download the PDF and send the bill through your regular email.

Procedure:

  1. Go to Settings
  2. Go to Clio Connect & Sharing
  3. Check the Show the total amount due in email box to show the total amount due OR uncheck to Hide the total amount due in email.

 

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