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Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
If you are looking for support articles on our enhanced client portal, Clio for Clients, access them here.
Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

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

 

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