KCS - How To Contact Your Attorney

Objective:

  • Sending Secure Messages in Clio Connect
  • Wrong Address Notification Response
  • Contact Firm

Environment:

  • Clio Web App
  • 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

Procedure:

  1. Log into Clio Connect
  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
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