How can a Firm User be Notified when a Bill is Shared by Email?

Objective:

  • Can I set it up so that my attorney gets an email when I email a bill to a client?

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Add the firm user as a Contact using the email address they wish to be notified at
  2. When sharing the bill, add the firm user's Contact to the list of people the bill will be shared with
  3. Share the bill

 

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