Objective:
- Allow my client to share things with me via Clio Connect without sending them anything
Environment:
- Clio Manage
- Clio Connect
Additional Information:
For steps on how to send a Secure Message, click here.
Answer:
You need to send at least one item for your Client to join Clio Connect. If you don't have any resources to share with the Contact, you can send them a Secure Message in order to trigger the Clio Connect invitation.