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Can I Be Notified When A Bill Is Ready To Be Shared With A Client?


  • 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?


  • 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.


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

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