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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.

If I Archive a Secure Message, Does it Archive for my Client Too?

January 21, 2021 00:48

Objective:

If a Clio user Archives a Secure Message, does it Archive for the Clio Connect user as well?
Delete Secure Messages in Clio Connect

Environment:

Clio Manage
Clio Connect

Additional Information:

To learn how to archive a Secure Message please see: How To Archive Secure Messages

Answer:

No, the secure message will not archive for the Clio Connect user but will still be available in their Communication inbox. The only actions Clio Connect customers have is to print or view a secure message.