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Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
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Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

If I Upload a Document Will my Attorney be Notified?

December 12, 2020 07:20

Objective:

Clio Connect Notifications

Environment:

Clio Manage
Clio Connect

Additional Information:

If you are just sharing a single Document, you can add it as an attachment to the Secure Message (instead of uploading it separately).

Answer:

Your attorney will not receive a notification but they will be able to check and see if something has been uploaded. We strongly suggest sending them a Secure Message to say you have done so or contacting them another way to let them know.