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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 Web App

Additional Information:

  • You can ask your Client to send you a Secure Message when they upload a Document through their Clio Connect account to receive a notification on your end. 
  • If your Client is just sharing a single Document, they can add it as an attachment to the Secure Message (instead of uploading it separately).
  • You can refer to the Firm Feed to see a log of Documents uploaded through Clio Connect
  • You can automate this process outside of Clio using Clio's Zapier integration.

Answer:

No, there is no notification option for when a Client uploads a Document to their Clio Connect account.

If you would like to see this feature in Clio, please Contact Clio Support at Support@Clio.com

 

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