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Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

Does Any Text from a Secure Message Appear in the Contact Facing Email Notification?

December 03, 2020 06:56

Objective:

Can the client read a secure message without logging in to their Clio Connect account?

Environment:

Clio Manage
Clio Connect

Additional Information:

Answer:

No, the email simply notifies the recipient that a message is ready to view. The contact will have to select View Message and log into their account to read the message.