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Which Plan are Automated Bill Reminder Available On?

Question:

  • What account plans have Auto Bill Reminders?

Environment:

  • Clio Manage

Additional Information:

Answer:

You will need to have the billing permissions within Clio Manage to access this feature, including the ability to customize the frequency of notifications in the Automated Bill Reminder settings. Please note that Starter/Easy Start Plan does not give this functionality. It is available with Essentials, Advanced, and Complete plans with Clio Manage.

 

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