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Why Can't I Find Some Contacts in the Add Reminder Field When Adding a Task Reminder?

Objective:

  • Assign Task to a Contact and add a Reminder for the Task Due Date

Environment:

  • Clio Manage

Additional Information:

  • 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.

Answer:

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.

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