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Is It Possible to Make the "Combine Multiple Matters for One Client Into a Single Bill" Option Checked by Default?

Objective:

  • Generating a combined multi-matter bill
  • Paying a combined bill

Environment:

  • Clio Manage

Additional Information:

  • For more information regarding how to generate and pay combined multi-matter bills, please click here.

Answer:

Currently, this is not a feature in Clio. If you would like to request for this feature, please reach out to our support team by phone (1-888-858-2546 ext 2) or by the Live Chat option in Clio and let us know.

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