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How to See Who or When a Bill was Shared with a Client

Objective:

n/a

Environment:

  • Clio Manage

Additional Information:

If a Bill has been shared more than once, this will only show the last date the bill was shared.

When a Bill is shared, if it was shared from the Bills page, or the Bills subtab of a Matter or Client Clio will also create a Firm Feed entry. 

Answer:

  1. Go to the Matter
  2. Click the Clio Connect sub-tab
  3. Clio will display who the bill was saved with and the date it was last shared with the client
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