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

Objective:

  • Is there a way to be notified when a Bill is in Awaiting Payment?
  • 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 Awaiting Payment?

Environment:

  • Clio Web App

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 a Secure 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 Awaiting Payment. 

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