- Assign Task to a Contact and add a Reminder for the Task Due Date
- Clio Manage
- For steps on How to Set a Reminder for a Task, please click here.
- For steps on How Do I Invite a Client to Clio Connect, please click here.
The Add Reminder field cannot find Contacts that do not have a Clio Connect account. The user must first share a resource (i.e. Secure Message, Calendar entry, or Document) to the Contact. Once the Contact creates a Clio Connect account, his/her name will populate under the Reminder list.