KCS - Who Will Be Notified When a Payment Has Been Made Using Payment Plans?

Objective:

  • Will the client be notified when a payment has been made using payment plans?
  • How will those notified be alerted to the payment?
  • Payment Plan receipts

Environment:

  • Clio Web App

Additional Information:

The email notification will be sent after the changes have cleared and the payment is completed; this may take up to 2 business days.

Answer:

Both the sender (lawyer) and payee (client) will be notified via email once the payment has been processed. 

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