KCS - Is there a Way Notify Another Person Automatically in our Firm via Email 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 Web App

Additional Information:

Click here for more information on sending secure messages.

Answer:

No there isn't an automatic way to notify users however, you can send a secure message to a user when a note is entered.

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