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How to View Secure Messages in Clio Connect

Objective:

  • Access Secure Message in Clio Connect
  • Read messages sent from my attorney

Environment:

  • Clio Connect

Additional Information:

  • Click on the green Add button to create a new message
  • Click on the green Reply button when viewing a specific message to reply to the message thread

Procedure:

  1. Log into Clio Connect
  2. Click on the Communications tab
  3. Review the messages in your Inbox
  4. Click View message to read a specific message

 

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