248 results for "client portal"

• Clio for Clients: Client Actions

  1. Home
  2. Articles
  3. Clio for Clients
  the client portal, a client can view and pay the bill through the client portal. Once the bill is shared, the client will
  September 27, 2022 15:16

• Client Payment Actions

  1. Home
  2. Articles
  3. Payments
  4. Payment Methods
  request by email, through the Client Portal, or sent a secure payment link, you, the client of the law firm, can pay the outstanding
  January 27, 2023 16:00

• Send Bills to Clients

  1. Home
  2. Articles
  3. Billing
  4. Send and Track Bills
  bills. If your clients have active client portals, you can use the toggle in the Send to client portal section to send
  October 01, 2022 20:17

• Mobile App: Communications

  1. Home
  2. Articles
  3. Mobile App
  Note: You cannot create new client portals from the mobile app, but you can respond to client portal messages from the Inbox
  October 02, 2022 03:20

• Clio for Clients: Law Firm Actions

  1. Home
  2. Articles
  3. Clio for Clients
  accessing the client portal. Note: The option to send a bill through the client portal will only appear if a client portal is set
  September 27, 2022 15:13

• Clio for Clients: Law Firm Setup

  1. Home
  2. Articles
  3. Clio for Clients
  on the matter in the client portal. Add/remove portal participants When you create a client portal for a matter, you and
  September 22, 2022 21:41 -1 votes -1

• Share Documents

  1. Home
  2. Articles
  3. Documents
  Share documents via the client portal You can share documents with your clients via the client portal. In Clio Manage, go
  April 28, 2023 17:52

• Multi-Client Matters in Clio Manage and Clio Grow

  1. Home
  2. Articles
  3. Matters
  4. Create and Manage Matters
  you create a new client portal for a matter with multiple clients, Clio will add all clients to the portal. This ensures every
  February 19, 2026 17:06

• Secure Payment Links and QR Codes

  1. Home
  2. Articles
  3. Payments
  4. Payment Methods
  with your client by email or the client portal. Link payment to contact or matter When your client makes a credit
  October 01, 2022 20:46

• Draft Client Communications using Clio's AI features

  1. Home
  2. Articles
  3. Clio Manage AI Features
  text: Start an initial draft in any text field (e.g., a Client Portal message). Click Help me write to ask Clio's AI to refine
  September 30, 2024 16:40