San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

How to See if Clients have Accessed Shared Resources via Clio Connect

Objective:

  • To view client activity via Clio Connect
  • To see when a client downloads a Document
  • to check whether someone viewed the Documents you shared

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

This will show activity for Logins, Documents, Bills, and Secure Messages. 

This will show activity for all Clio Connect users that the resource was shared with (if other than the Client of the Matter)

Procedure:

  1. Click Dashboard
  2. Click Firm Feed
  3. Click Filter
  4. Select the Client under User

or 

  1. Open the Matter where the Document is located 
  2. View the Timeline located on the bottom right hand side of the dashboard 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality