Objective:
- Working with Secure Messages in Clio Connect
- Contact your attorney
- Contact my lawyer
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
From the Conversations page
- Click on the Communications tab
- Navigate to the Secure Messages tab
- Find the Secure Message, click on the dropdown, and select View
- Enter your reply in the text field
- Attach a Document if needed
- Press Send
From the Secure Message index page
- Click on the Communications tab
- Navigate to the Secure Messages tab
- Find the Secure Message and click Reply
- Enter your reply in the text field
- Attach a Document if needed
- Click Send Message