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Can I Send an Outstanding Balance Notification based on Matter instead of Client?


  • To determine if an Outstanding Balance email could be sent out for a Matter
  • Matter Outstanding Balance email


  • Clio Manage

Additional Information:

  • n/a


No, at this time, they can only be sent out with a Client total.  This is a Feature Request currently. If you would like to see this functionality in Clio, please send an email with your request to 

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