Objective:

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

Environment:

Clio Manage

Additional Information:

Secure Messages will only be visible if you either:

Have visibility to the Matter it is attached to
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