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How Do I Get An Exact Copy of the Email Sent to My Client When I Share a Bill?


  • Does Clio Have a Sent Folder?
  • Is There a Copy of the Bill Shared via Email?


  • Clio Web App

Additional Information:

Clio does not have a sent folder for emails sent out of Clio. You can CC yourself with the steps below to get a copy of the Bill shared via email, or you can add a message to have a record of the Bill being sent in your Communications tab.


  1. Add yourself as a Contact in Clio
  2. Click Share on the Bill
  3. Add yourself as an additional Contact in the Select Contacts field
  4. Add a message if needed
  5. Click Share Bills


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