- Task reminder for someone else
- Calendar reminder for other firm members
- Send reminders for other attorneys
- Clio Manage
Firm Users will be sorted at the top of the User dropdown menu, but you will also have a section for "Contacts" below - this will send a notification to any Clio Connect contacts you have established.
Task reminders times are set in relation to 12:01 am of the due date. For more details please see: What Time Will I Receive a Reminder for a Task?
- Edit an existing, or Create a new Task or Calendar event.
- Click the hyperlink for Add Reminder
- You will be able to choose the name of the firm member from the new menu that appears (this will send in the form of an email notification)
- Add how much time in advance (Minutes, Hours, Days, Weeks) you would like to set this notification for.
- Save your Event or Task.