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

March 16, 2022 21:33

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.