Sending Secure Messages

There are a few ways to send a secure message.

Via the Main Communications Tab

To send a message to an internal person (firm member) or an external Contact via the inbox, click on the main Communications tab.

Then click the "Add" button to compose and send your message.

The "To" field is linked to individuals in your firm and to your external Contacts with a valid email address. Start typing in the name of the user or Contact that you want to send a message to and then choose it from the drop-down.  

Via the Communications Tab within a Matter or Contact

Go to a Matter or Contact card, click on "Communications" then click on the "Inbox" sub-tab. To send a Secure Message, click the "Add" button.

Internal messages can be viewed by the receiving party from the "Inbox" sub-tab of the the main Communications tab. External Clients and Contacts can view the message via Clio Connect. To see what your client sees in Clio Connect, see Clio's Working with Secure Messages Support Article.