KCS - How to Receive Email Notifications for Secure Messages

Objective:

  • Enable a notification via email when a Secure Message is sent to you
  • Turn on email notification for Secure Messages

Environment:

  • Clio Web App

Additional Information:

  • This setting determines whether you will receive emails for Secure Messages sent to you
  • Clio Connect users can update their notification settings using the steps here

Procedure:

  1. Go to Settings
  2. Select Reminders, Notifications and Alerts
  3. Select the Notifications sub-tab
  4. Check the box to Allow email notifications to be sent for secure messages (under "Secure Messages")
  5. Click Save Notification Preferences

 

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