Email a Bill to Multiple People

Now you can have additional recipients of a bill being sent via email by adding each additional recipient as a Connection to the respective matter with the Connection Role of "Matter - Additional Bill Recipient". Those Contacts with this specific Connection Role will also receive a bill email like the Billing Contact for the Matter does.

*Note: This will not add recipients to Split Bills

Automatically add Retainer Replenishment requests

Now you can set a minimum retainer balance threshold per matter so that you can easily keep money in retainer, mitigating the risk of doing work you won't see the money for.

Once you have this set, the retainer replenishment request will be automatically added to the next bill (matter invoice), whenever a matter is below the specified minimum amount you set for the matter.

Here is a guide to help you use this new feature.


Get the help you need right within Curo365!

Our new support and chat feature is now available within Curo365 where you can easily get the help you need without ever leaving Curo365. It's found only on the bottom right of specific entity form pages within Curo365. It looks like this:

We know your experience with support will be much better with this, and specifically, we want to encourage you to use this interface rather than email for support. It will be much better. Thank you!

When you click it, it opens up and you can search our entire knowledge base of articles to quickly find answers. And if you still can't find what you need, you can start a new conversation with our support team to ask your specific question and get the exact assistance you need. When it is opened it will look like this if not already in a specific conversation:


Add Interest Fees to Overdue Invoices

Generate interest fees daily to add to your next Invoice for any overdue invoices. You can even set your own rate and a grace period after the official due date.

This encourages clients to pay on time and to keep your cash flowing in your firm.

Here is a guide on how to create and apply various interest rates you set up for your matters.

Full Curo365 functionality and support is now ready with the new Microsoft Unified Interface

Beginning 9/1/2020, we will officially transition any Curo365 environment from the "Classic Interface" to the new Microsoft Unified Interface experience, and making it the standard and default experience moving forward.


We've recently finished updating Curo365 to fully support the new Microsoft Unified Interface. You can learn more about the Unified Interface here: https://docs.microsoft.com/en-us/powerapps/user/unified-interface 

This new interface will make things better in many ways. You'll really like it.

Therefore, we will be fully deprecating the older "Classic" interface, and will no longer be supporting it.

Help with Curo365 is here in a Big Way!

Our new Curo365 Help Center is live and available at http://help.curo365.com

The Curo365 Help Center is already stocked with over 50 articles and videos to help you get the most out of Curo365, and more are being added every week.

Additionally, there is a live chat feature where you can ask more specific questions and get more personal assistance when you aren't able to find what you need. Click on it at the bottom right of the page to give it a try. You'll love it.