KCS - 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 Web App
  • Clio Connect

Additional Information:

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

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 

 

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