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Can Clio Authenticate When a Bill Was Sent to My Client?

Question:

  • Can Clio authenticate when a bill was sent out using the program?

  • Can Clio authenticate a bill that was sent out on a specific date using Clio Manage?

  • Can Clio provide proof that a bill that was sent out to my client?

  • Can Clio document that a bill that was sent out to my client? 

Environment:

  • Clio Manage

Additional Information:

Answer:

No, but law firms can use features within Clio that document when an approved bill was sent to clients. Clio does not have a team or an individual who can authenticate the bill send data on an account outside of these features. 

In this situation, what we recommend is for your firm to submit the primary evidence, such as the Bill, an image and export of the Bill Timeline which shows when the Bill was sent, and the Communication Log that would have been registered in Clio when the Bills were sent. Then you can also supplement the primary evidence with the Clio's Help Center article on how to confirm when a Bill was sent: How to See When a Bill was Sent to a Client

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