Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

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


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


  • 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)


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

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