A CLIO WORKSHOP - How to Build and Optimize Client Intake Workflows With Clio Grow. Register for Free.

Can I Send Messages to Users at Another Firm?

Objective:

n/a

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

You can send Secure Messages to other firms using Clio Connect, but not directly to their Firm's Clio Account.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality