Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only) It remains Clio Connect for EMEA customers. If you are looking for support articles on our enhanced client portal, Clio for Clients, access them here.
Internal messages were formerly called secure messages. (North American accounts only) It remains Secure Messages for EMEA customers.
What is the Clio Connect & Sharing Preview Feature?
To preview the Clio Connect portal without creating a Clio Connect account
Administrator permissions are required to access this function
The Clio Connect & Sharing Preview feature allows you to preview all of the Clio Connect and shared via email notifications will look like to a client, before you send it.
How to get there:
Click Clio Connect & Sharing
You can now choose which option you would like to preview. There are EIGHT (8) different communications: