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How do I Reply to a Secure Message?

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

  1. Click on the Communications tab
  2. Navigate to the Secure Messages tab
  3. Find the Secure Message, click on the dropdown, and select View
  4. Enter your reply in the text field 
  5. Attach a Document if needed
  6. Press Send

From the Secure Message index page

  1. Click on the Communications tab
  2. Navigate to the Secure Messages tab
  3. Find the Secure Message and click Reply
  4. Enter your reply in the text field 
  5. Attach a Document if needed
  6. Click Send Message

 

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