How to Contact Your Attorney

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:

1. Log into Clio Connect
   • NA: https://app.clio.com/session/new?clio_connect=true
   • EU: https://app.goclio.eu/session/new?clio_connect=true
2. Click on the Communications tab
3. Click on Add
4. Enter the name of your contact at the firm in the To field
5. Include a Subject and Body
   • Optionally, click on Attach a document to include an attachment with the message
6. Click Send Message