The Clio Cloud Conference isn't another webinar. Find out more and save your spot today.

Is there a Way 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.

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