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Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
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Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

What Happens When I Stop Sharing a Bill?

December 17, 2020 20:57

Objective:

Stoping sharing feature
Stop share behavior
Can a client still pay a Bill that has been stop shared?

Environment:

Clio Manage

Additional Information:

n/a

Answer:

If you stop Sharing a Bill via Clio Connect, the client will no longer be able to view or access the Bill in question.
If you stop Sharing a Bill Shared via Email, you will be able to Share the Bill again with the client, but the client will still be able to view the original PDF Document of the Bill that was Shared via Email. The Pay Bill button will no longer be available on the Bill that was stop Shared.