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
• Clio Connect

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