Update OneNote with client information when Clio bill status changes
Update OneNote with client information when Clio bill status changes
Update your OneNote with client information whenever a bill status changes in Clio. This keeps your notes current and improves your billing oversight, ensuring you have the latest details at your fingertips.
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Overview
Update your OneNote with client information whenever a bill status changes in Clio. This keeps your notes current and improves your billing oversight, ensuring you have the latest details at your fingertips.