How to see if a Client has Viewed a Document?

Objective:

• Check to see if a Client has downloaded a Document
• See if a co-counsel has viewed a Document
• Check to see if a client has viewed shared document through Clio Connect

Environment:

• Clio Manage
• Firm Feed

Additional Information:

If the Document was shared through a Matter, you'll find this information on the Matter Dashboard in the Timeline.

Procedure:

1. Click Dashboard tab on the left
2. Click on the sub-tab for Firm Feed
3. Click on Filter on the right side
4. Select the specific User/Contact
5. Under Type, select Document