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

Can I Limit Secure Messages Sent From the Matter to Contacts That are Only Associated With That Matter?

December 02, 2020 07:34

Objective:

Is there a way to limit who can receive Secure Messages?
Only be provided the option to send communications to contacts associated with the matter

Environment:

Clio Manage

Additional Information:

N/A

Answer:

No, not at this time. This is currently a Feature Request. If you would like this functionality, please contact Customer Support to have your vote added to this request.