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Why is a Matter required when sending a Secure Message with an Attachment?

Objective:

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

Environment:

  • Clio Manage

 

Answer:

Secure Messages that contain attachments require a Matter. The reasoning behind this is for situations in which multiple recipients are selected.

In these situations, Clio would not be able to determine which recipient or Client the attachment should be filed to.

By associating a Secure Message with a Matter, Clio will easily be able to file the attachment t to the Matter appropriately. 

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