KCS - How to Bill a Co-Counsel

Objective:

  • My client paid my co-counsel. How do I send a bill to my co-counsel?

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Navigate to your client's Matter
  2. Click Quick Bill
  3. Change your client's name to the co-counsel's name
  4. Generate the Bill

 

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