KCS - Why can't I see a Secure Message my Paralegal sent a Client?

Objective:

  • To locate a secure message that was not attached to a Matter and sent by another firm member to a client

Environment:

  • Clio Web App

Additional Information:

Secure Messages will only be visible if you either: A: Have visibility to the Matter it is attached to
B: Are a party to the message (in To or From)

Answer:

Secure Messages that are sent that have not been attached to a Matter will only be visible to the sender and receiver(s).  A Secure Message can be edited to include a Matter and then will be available in the Secure Messages > Matter Messages sections of the Matter Communication sub-tab.  How to Assign a Matter to a Secure Message

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