Learn how legal professionals use technology to adapt to consumer expectations in the 2021 Legal Trends Report

Why is a Matter required when sending an Internal Message (Secure Messages) with an Attachment?

Objective:

  • To determine why an Internal Message with an Attachment requires a Matter to be associated with it

Environment:

  • Clio Manage

Answer:

Internal Messages that contain attachments require a Matter. By associating an Internal Message with a Matter, Clio will easily be able to file the attachment to the Matter appropriately. 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality