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Can I Send a Secure Message to Multiple Contacts?

Objective:

  • How to send secure message to multiple contacts.
  • Can I bulk share secure message to multiple contacts.
  • How do I send secure messages in bulk.

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

n/a

Answer:

If a Matter has been shared with you via Clio Connect because you are a co-counsel, you will be able to send a Secure Message to multiple Contacts.

If a Matter was never shared with you because you are a client, you will only be able to send a Secure Message to a single Contact. The workaround would be to send the Secure Message twice, one to each Contact.

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