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Determining if a Client Has Accessed Resources via Clio Connect

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 Matter Timeline.

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 (Firm User or Clio Connect User), or only a specific type of activity.

A Matter-specific firm feed, called the "Timeline", also exists on each Matter.

 

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