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Is There a Way to Notify Another Person Automatically in Our Firm When I Make a Note in a Client Matter?

Objective:

  • Can I Set-up Automatic Notifications for Users When Notes are Added to a Matter?

Environment:

  • Clio Manage

Additional Information:

  • Learn more about notifications here.

Answer:

Yes, when creating the note you can select firm users to receive notifications about the note. Notifications for notes are available in-app and mobile. You can learn more about notifications here.

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