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How Do I Send a Secure Message to my Lawyer?

Objective:

  • How Do I Send a Secure Message to my Lawyer?
  • Contact my attorney
  • Send message to my lawyer

Environment:

  • Clio Connect

Additional Information:

n/a

Procedure:

  1. Log in to Clio Connect
  2. Click on the Communications tab
  3. Click Add (green button on top right)
  4. If you have trouble finding your attorney in the recipient field:
  5. Fill out the other fields as necessary
  6. Press Send Message
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