How do I bulk send invoice reminders with Clio/Confido Legal integration

In this guide, we'll walk you through the process of bulk sending out invoice reminders using the Clio/Confido Legal integration.


Step 1: Setting up the reminder template 

  • Navigate to Confido Legal and access the Settings tab in the main menu.
  • Within the settings, locate the "Invoices" section.
  • Modify your global invoice email template with your desired reminder language.

Step 2: Filtering unpaid invoices

  • Access the Invoices tab on the main menu in Confido Legal.
  • Apply filters based on your preferences. For example, filter for unpaid invoices with due dates in the last couple of months.

Step 3: Sending invoice reminders

  • Click on "Review and Send Selected."
  • Choose to customize messages individually or use the "Send All Reminders" option for efficiency.
  • Click "Continue" to proceed.
  • The system will send out reminders for the selected invoices.