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When Sharing a Matter with Someone, Do all Contacts on the Matter Get Notified if I Check the Box "Notify contacts via email"?

July 02, 2021 16:08

Objective:

When I share a Matter do all Contacts linked to this Matter get notified that I shared the Matter?

Environment:

Clio Manage

Additional Information:

n/a

Answer:

Unchecking the option to "Notify contacts via email when this Matter is shared" will not send an email notification to clients who are already Clio Connect users.

Clients who are not Clio Connect users will still receive the initial email notification that a Matter has been shared with this. This is the invitation email from which they can create their Clio Connect account.