How Do I View Secure Messages in My Clio Account?

Objective:

  • How do I locate Secure Messages on my Clio account?

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Click the main Communications tab or the Communications subtab within a Matter
  2. Click the Secure messages subtab
  3. You then have the option to select My threads or Matter threads (What is the Difference Between the "My threads" and "Matter threads" Subtabs in Communications? )
  4. Additionally, if you wish to view archived Secure Messages, please see the following: How to View Archived Secure Messages?

 

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