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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

 

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