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Clio Mobile App: Internal Messages

Communicate with Clio. Stay securely connected with the rest of your firm with a secure, internal messaging tool within Clio's Mobile App that won’t jeopardize sending client information to the wrong email, wrong cell number—or to the client themselves.  

Contents

Viewing Internal Messages
Sending Internal Messages
Filter Internal Messages
Archiving Internal Messages

Viewing Internal Messages

To view Internal Messages, click on the inbox icon on the home screen:

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This will open your inbox. Tap on the Internal Messages tab display your Internal Messages:

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From here you can:

  • Click on a particular Internal Message to view the thread
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  • Swipe right on the Internal Message to mark as unread
    Mark_IM_unread.png

Sending Internal Messages

There are three ways to send a Internal Message on the Clio Mobile App:

  1. Click the Global Create New button in the bottom right and select Message
    Create_IM.png
  2. From the Internal Message inbox, long-press the Global Create New button which will create a new thread:
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  3. Reply to a message in a message thread:
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Filtering Internal Messages

You can filter your Internal Messages to narrow down:

  • Matters: if you want to view messages pertaining to specific matters
  • Message status: you can view only unread messages, previously read messages, or both
  • Visibility: you can view your archived messages in the event that you need information from a past thread

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Archiving Internal Messages

When you are done with a thread, you can archive it to keep your inbox organized. To archive a thread:

Click the three vertical dots in the top right of the thread:

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Select Archive message thread:

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You can unarchive a message thread by replying in that thread. 

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