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