KCS - What is the Difference Between Sharing Bills via Email and Clio Connect?

Objective:

  • What are the sharing options for invoices? 

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

  • Sharing via Clio Connect prompts an email notification to the recipient which includes a link which will take them to Clio Connect. The first time that something is shared with them, they will be required to set up an email and password combination for their free Clio Connect account. For subsequent shares, they will be able to use those login details access their account, view shared resources, and make payments towards bills.
  • Sharing via Email sends your client a email noting the balance due, with the invoice attached. If you are using Clio Payments, the email itself will include a link to pay by credit card.
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