February 16th, 2012 by Gwynne Monahan
#cliotraining Tip: Client Instructions for Accessing a Bill Shared via Clio Connect so You Both Stay #Paperless
Last month, we showed you how to take a step towards paperless and have Clients pay Bills via Clio Connect. It occurred to us that, while you may be intimately familiar with Clio Connect and its cool functions, your clients may not. Fear not. We have a Clio Connect for Clients section on our Support site, and today’s tip is how your Client can access Clio Connect and pay the Bill online instead of sending a check in the mail.
The process starts when you, the lawyer, share a Bill via Clio Connect. This prompts an email to be sent to your Client. Your Client must then do the following:
- Open email message
- Click the link in the email message that looks something like this:
- If the Client hasn’t used Clio Connect before, he or she must create an account, which is free of charge.
- If the Client has used Clio Connect before, then he or she simply needs to login.
- Once logged in, the Client can see the Bill and pay it:
So, neither you nor your Client need to print the Bill and mail it with a check. One less piece of paper. One less envelope. One less stamp. One less check to get “lost” in the mail.
Both you and your Client stay paperless.
Got a tip to share? Let us know. We’d love to hear them!