KCS - Can I Forward a Bill to Someone Else to Pay It?

Objective:

  • Send Bill Sharing Email to a third party to pay
  • Forward Bill Sharing email 

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

  • If the Bill includes a button to Pay online now, you can forward to another person and they can pay by credit card
  • If the Bill includes a button to View bill or View trust request, it will require setting up a Clio Connect account or logging into your existing account; in this case, we do not recommend forwarding the email
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