Objective:

• Is there a way to be notified when a Bill has been approved and is Unpaid?
• Is there an automated message that will get sent to me when a Bill is ready to be shared?
• Will a message be sent when a bill is sent from Pending Approval to Unpaid?

Environment:

• Clio Manage

Additional Information:

• This is for when an attorney approves the Bill, but the Paralegal or Legal Assistant shares the Bill.
• You can either look at the Awaiting Payments Tab and use the filter option to find the Bills.
• The lawyer can send an Internal Message through Clio to notify there Paralegal or Legal Assistant.

Answer:

Currently, there is no automated message that gets sent to a User when a Bill is put from Pending Approval to Unpaid.