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 Firm Feed can be found in the "Firm Feed" sub-tab of the "Practice" tab. A Matter specific Firm Feed can be found on the details page of any Matter. Additionally, the "Firm Feed" sub-tab can be found on the Contact card for any Contact that is also a Clio Connect user. For more information, click HERE

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