KCS - Why is This Secure Message Not Linked to a Matter?

Objective:

  • Why Secure Message is not attached to a Matter
  • Why Secure Message thread is not associated with a Matter

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Whether the Matter is linked or not will be dependent on the original Secure Message that was sent to the client and whether that has the Matter linked. If it did not, and the client responds, the thread will consistently not have the Matter linked.

In order to send a Secure Message with a linked Matter you will need to ensure that the Matter field is populated within the initial Secure Message being sent to the client. Since the current thread does not have the Matter linked, you will need to send them a brand new message to start a new thread with the Matter attached.

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