When you share a resource, such as a bill, document, task, calendar entry, etc., with a client via the Clio for Co-Counsel/Clio Connect portal, the recipient receives an email that a resource has been shared with them. By default, this email comes from email@example.com. If you want to send your bill share emails from your personal email address, you can do so with Clio's sender email address personalization feature.
By default, resources shared via Clio for Co-Counsel/Clio Connect are sent from firstname.lastname@example.org and include the name of the user who sent the email. If a client replies to the shared email, they will get an automated response similar to the following:
"This is in response to your reply to the email titled: Re: [Subject line here]
It seems your message may have unintentionally been sent to the Clio Support Team. As such, the party this message was intended for may have not received it. Please be sure to follow-up with the intended recipient separately. The simplest way we suggest to do so is to resend the email ensuring the address in the "to" field shows the intended recipient.
If you have any technical or product related questions related to Clio, contact us at 1 888 858 2546 or email Support@Clio.com."
Personal email address
If you want your clients to receive bills from your own email address and thus be able to respond to your shared email, Clio Manage has an optional sender email address personalization feature.
- Access the email personalization feature in Settings > Apps. Select either Microsoft or Google.