KCS - How do I Reply to a Secure Message?

Objective:

  • Working with Secure Messages in Clio Connect
  • Contact your attorney
  • Contact my lawyer

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Log into Clio Connect
  2. Click on the Communications tab
  3. Locate the Secure Message, you also have the ability to use the filter option: How to filter Secure Messages in Clio Connect
  4. Click View Message
  5. Press Reply button on the right-hand side of the screen
  6. Type your message in the text body
  7. Attach a Document if needed
  8. Press Send Message

 

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