Collect eCheck and card payments directly through Clio. Find out how.

Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
If you are looking for support articles on our enhanced client portal, Clio for Clients, access them here.

Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

Issue: Export Button within Communications sub-tab of a Matter Shared via Clio Connect Not Working

December 24, 2020 05:48

Issue:

Communications sub-tab in Clio Connect Matters has export button but does not have Output Format options

Environment:

Clio Manage

Additional Information:

When a Matter is shared with a Co-counsel, they can see the communications for that Matter. Going to the communications sub-tab, there is an Export button on the top right hand corner. After clicking the Export button, the co-counsel gets a choice of Output Format, of which there is none. If they try to export, they get an error "Sorry, the export couldn't be created due to the following errors: Missing required parameter output format".

Cause:

Not yet diagnosed

Workaround:

Ask Attorney to export the communications for the co-counsel
OR
Print screenshot communications tab