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Can I Share a Bill with Multiple Emails Within a Contact?

Objective:

  • When I share a Bill with a Contact that has multiple emails affiliated, will all those emails get a copy of what I am sharing?
  • Can I share a Bill to multiple emails under one Contact?

Environment:

  • Clio Manage

Additional Information:

  • There is currently a Feature Request for this, please give us a call at 1-888-858-2546 ext. 2 or Chat in with us to add your vote towards this request.

Answer:

Not at the moment. Despite a Contact having multiple emails linked to it, when sharing a Bill it will only send a copy to the first email linked to that Client. 

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