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How do I see my Shared Bill or Matter History?

Objective:

  • Can I view when my last bill was shared? 
  • How can I view when my last bill was shared? 
  • How can I see my shared history? 
  • Can I view my shared history? 

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Click settings
  2. Select Clio Connect & Sharing
  3. Click ‘Filter’ on the top right and select the resource type
  4. You should see the last bill or matter you shared
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