Objective:
- Sending Secure Messages in Clio Connect
- Wrong Address Notification Response
- Contact Firm
- Client contacts Clio Support directly
- Contact My Lawyer
- Contact the Lawfirm
- Contact My Attorney
Environment:
- Clio Manage
- Clio Connect
Additional Information:
- Detailed steps for this process are also available on our Support page: Working with Secure Messages in Clio Connect
- Note: You will only be able to send messages to members of the firm who have either sent you a message or shared something (Documents/Bill/etc.) with you through Clio Connect
- Note: Should the inquiry be specific to the Firm ( i.e payment plan details), the recommendation would be to have the Client reach out to the Firm and/or Attorney directly.
- I Want to Contact My Attorney, but Don't Have Their Contact Information. Can Clio Support Tell Me My Attorney's Contact Information?
Procedure:
- Log into Clio Connect
- Click on the Communications tab
- Click on Add
- Enter the name of your contact at the firm in the To field
- Include a Subject and Body
- Optionally, click on Attach a document to include an attachment with the message
- Click Send Message