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Working with Secure Messages in Clio Connect

Clio allows for an attorney to send Secure Messages (or "Communications") to people of their firm using Clio Connect.

Why are Clio Connect communications better than email? Clio's communications are more secure than conventional email:  

  1. Secure Messages require a password to read
  2. Secure Messages are protected using 256 SSL encryption
  3. Secure Messages don't leave Clio's secure servers

Additionally, Secure Messages allow your attorney to better track communications with his or her cases.

Reading your unread messages

You can read a Secure Message at any time in Clio Connect by clicking on the Communications tab.  To view the full message click on the message link or the view message option below it.

The message inbox can also be accessed by clicking on the Inbox icon from the header. All unread messages will appear in a red circle.


Replying to a message

You can reply to a Secure Message by opening the secure message:

  1. Clicking the "Reply" button (on the message detail screen after the message has been opened)
  2. Type a message in the "Add Message Communication" window
  3. Optionally attach a document
  4. Click "Send Reply"

Sending a new message

To send a new Secure Message using Clio Connect:

  1. Click on the Communications tab
  2. Click the "Add" button
  3. Optionally assign a Matter reference
  4. Specify the recipient, the subject and the body
  5. Optionally attach a document
  6. Click "Send Message"

Printing your messages

To print a secure message click on the "Print" quick link for that message.


Additional Information:

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