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Can Clients Set Up Their Own Payment Plans?

Objective:

  • Can my client create her own payment plan?
  • Can clients fill out their own payment plan?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No, not at this time. Only firm users with Billing permissions are able to make these changes.

If you would like to add your vote to this Feature Request, please contact us either through email, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2.

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