Virtual meetup: How to Win and Retain Clients by Automating Communication. Register now.

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

Objective:

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

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

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 support@clio.com 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality