Via the Firm Feed you will be able to see what your client does in the Clio Connect portal, such as:
- When they open a document
- When they view a secure message you have sent
- When they pay a bill
Where will you see this information?
The main ways to see what your Clio Connect users (clients or co-counsel) are doing are the Firm Feed and the Contact Firm Feed.
To access the Firm Feed, go to the Dashboard and then click Firm Feed.
You can then filter down the Firm Feed to show only activities by a specific user, or only a specific type of activity.
A contact-specific Firm Feed is also available on the contact card itself with similar filtering mechanisms.