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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.

Can Clio Connect Users Message Anyone in the Firm?

June 16, 2021 01:45

Question:

Can I message anyone in the firm if I am using Clio Connect?
Who can I message in Clio Connect?

Environment:

Clio Connect - User

Additional Information:

For more information on Clio Connect, please click here.

Answer:

A Clio Connect user will only be able to securely message the Clio user that has shared an item with them. In order to be able to message other users in the firm, the users will need to share an item with you first.