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How To Send Confirmation Emails in Clio Manage for Payment Plans

Objective:

  • ...

Environment:

  • Clio Manage
  • Clio Payments

Additional Information:

  • n/a

Answer:

Confirmation Emails for Payment Plans default to the Client of the Matter. Entering the Email in the optional field when setting up a Payment Plan will send through LawPay.  

 

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