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How To Assign a Matter To a Secure Message I Received

Objective:

  • Updating a Secure Message
  • Add Matter to Secure Message
  • I forgot to link a Matter to my Secure Message

Environment:

  • Clio Manage 

Additional Information:

You can only assign a secure message to an open/pending matter, it can't be closed.

Procedure:

  1. Select Communications
  2. Locate the Secure Message 
  3. Select the down arrow icon next to Reply located to the left of the Secure Message
  4. Select Edit matter link 
  5. Type the Matter name in the Matter field 
  6. Select Save matter link 

 

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