KCS - How do I View Secure Messages in my Clio Account?

Objective:

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

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Click Communications on the main tab
  2. Click Secure Messages
  3. You then have the option to select My messages or Matters' messages (What is the Difference Between "My messages" and "Matters' messages" 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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