KCS - Can I Share Bills in Bulk with Another Firm User?

Objective:

  • How Does Bulk Sharing Work for Bills?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

When you share multiple Bills at once, they will be directed to the person listed as the Client on each Bill, however you can send notifications to another user at your firm when you generating Bills or when you submit them for approval.

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