Clio allows for an attorney to send Secure Messages (or "Communications") to people of their…
Reviewing and paying invoices
Clio allows for an attorney to share bills to their clients using Clio Connect.
Viewing a Bill
You can review your bills at any time in Clio by clicking on the Bills tab. To view full bill details either click on the bill status or the bill ID number.
To see previous bills click on Billing History.
Downloading a Bill
To download your bill in .pdf format click the “Download PDF” button on the bill detail screen (see Viewing a Bill, above).
Paying a Bill
A law firm, at its option, may set up Clio Connect to accept electronic payment for bills. On the invoice detail screen, click the “PAY BILL” button at the top right.
In the “Make a Payment” window, you can add your credit card information and address (must contain a valid State). You can then modify the amount in the “Payment Amount” field to make a partial payment if desired.
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