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Do I Get a Notification When a Client Shares a Document With Me?

Objective:

  • Notifications for Attorney when Client uploads a Document via Clio Connect
  • Can Notifications be Sent Out when New Documents are Uploaded to a Shared Folder?
  • Will I be notified if a new Document is added to a folder I have shared?

Environment:

  • Clio Manage

Additional Information:

  • For more information on Clio Connect Document upload notifications, see here.

Answer:

Yes, you can set up notifications for when Clients upload Documents. To do so:

  1. Navigate to Settings
  2. Click on Notifications
  3. Select the Clio Connect
  4. Toggle the button for Document uploaded through Clio Connect

 

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