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How to Subscribe a User to Matter Notifications

Objective:

  • Notify user of matter changes
  • Subscribe to a matter

Environment:

  • Clio Manage 

Additional Information:

Answer:

  1. Click into a Matter
  2. Click on Edit Matter on the right-hand side
  3. Under Matter Information, add the user under Matter Notifications 
  4. Save Matter

Going forward, the user will be notified when they are subscribed, when the matter status updates, if the matter is deleted, when the matter budget is updated or exceeded, and if matter trust funds are exceeded a certain threshold. 

The Responsible Attorney and Originating Attorney of a matter are automatically subscribed for matter notifications. 

 

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