KCS - How to Send a Secure Message from Clio

Objective:

  • How to send a private message to Client, Contact, or firm member
  • How to send a Direct Message via Clio Connect

Environment:

  • Clio Web App
  • Communications tab

Additional Information:

You can send a Secure Message to any of your Contacts with an email address in Clio.  

If the recipient is a Clio user in your firm or a Clio Connect user, they will receive the message. Otherwise, they will be prompted to create a Clio Connect account before they can access the message.

Procedure:

Previous Clio Experience

  1. Click Communications
  2. In the Inbox subtab, click Add
  3. Fill the appropriate information into the MatterFrom and To fields
  4. Add the message in the Subject and Body fields
  5. Click Send Message

New Clio Experience

  1. Go to Communications
  2. Select Add Secure Message
  3. Fill the appropriate information into the MatterFrom and To fields
  4. Add the message in the Subject and Body fields
  5. Click Send Message
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