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Where Can I View a History for Bills Sent via Email Associated with a Particular Matter?

Objective:

  • Reviewing sent bill history
  • Searching for shared bills
  • Viewing when bills were sent to a client
  • Case-specific sent bills

Environment:

  • Clio Manage

Additional Information:

  • For more information about how to send bills to your clients, please click here.

Answer:

  1. Navigate to the specific Matter page
  2. Click the Communications sub-tab along the top of the Matter's page
  3. Click the Email sub-tab to view email logs only

You can also leverage our Bill Timeline feature to quickly navigate and reference the bill communications you've sent to your clients through Clio Manage. Learn more by visiting our Bill Timeline support article here.

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