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Issue: Trial Account Not Sending Emails

Issue:

Accounts in trial state have been temporarily restricted from sending emails while we make improvements to the trial experience. This means that any functionality within Clio that uses email (including sharing a document, sending a bill, etc.) is not sending those email notifications. You will still be able to reset your account password.

Environment:

  • Clio Manage

Additional Information:

Here is a full list of the functionality that uses email notifications:

Settings

  • Adding a new user to a trial account
  • Changing login emails
  • Inviting users to enable 2FA
  • Forcing other users to reset their passwords
  • Notifications
    • New event added to calendar
    • Document uploaded through Clio Connect
    • Signed document received
    • Matter budgets
    • Matter trust funds
    • Secure message received
    • Task assigned
    • Task completed
    • Task list assigned
    • Any notifications that can be sent by email to users

Matters

  • Sharing Matters via Clio Connect 

Calendars

  • Sending email invitations to Calendar events

Documents

  • Sharing a Document via secure link, Clio Connect or Clio for Clients 
  • Sharing a Document via e-Signature

Tasks

  • Notifying that a task that has been assigned by email 
  • Sending reminder emails for tasks

Bills 

  • Sending bills for approval
  • Sending bills to their respective clients via Email or Clio Connect
  • Send email previews of bills to users
  • Sending bill reminders
  • Sending outstanding balances

Secure Messages 

  • Sending or replying to secure messages

Cause:

  • n/a

Workaround:

No workaround is available at this time. However we will be restoring the ability to email from a trial account as soon as possible. In the meantime, we’d be happy to provide private demos to anyone wanting to see the full functionality of Clio.

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